Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$878,642
+$9,410 QoQ
Shares Held
10,942
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#564
of 1,278 holders
Holding Since
Dec 2021
18 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, 2026Finer Wealth Management, Inc. holds $3,041,636 across 5 Utilities - Regulated Electric names. XEL ranks #1 (28.9% of the industry book) .
All Filings in XEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,642 | 10,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $869,232 | 10,942 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $808,176 | 10,942 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $882,472 | 10,942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $745,150 | 10,942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $774,584 | 10,942 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $738,803 | 10,942 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $714,512 | 10,942 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $685,312 | 12,750 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $789,352 | 12,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $729,555 | 12,750 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $792,667 | 12,750 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $859,860 | 12,750 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $893,902 | 12,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $816,000 | 12,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $902,190 | 12,750 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $920,167 | 12,750 | Shares | Sole | 2022-06-06 | |
| 2021-12-31 | $863,175 | 12,750 | Shares | Sole | 2022-06-01 | |
| No filing history on record for this holder in this stock. | ||||||