Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,528
+$3,200 QoQ
Shares Held
1,227
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,031
of 1,281 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Delos Wealth Advisors, LLC holds $6,043,485 across 5 Utilities - Regulated Electric names. XEL ranks #3 (1.6% of the industry book) .
All Filings in XEL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,528 | 1,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $95,328 | 1,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,632 | 1,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,780 | 1,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $81,720 | 1,200 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $81,024 | 1,200 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $78,360 | 1,200 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,602 | 30 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,612 | 30 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||