Position in XEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$219,138
+$2,347 QoQ
Shares Held
2,729
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#938
of 1,281 holders
Holding Since
Jun 2022
13 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, 2026Quantum Financial Advisors, LLC holds $894,175 across 3 Utilities - Regulated Electric names. XEL ranks #3 (24.5% of the industry book) .
All Filings in XEL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,138 | 2,729 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $216,791 | 2,729 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $206,512 | 2,796 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $219,932 | 2,727 | Shares | Sole | 2025-10-08 | |
| 2024-06-30 | $263,685 | 4,937 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $271,168 | 5,045 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $280,204 | 4,526 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $254,171 | 4,442 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $276,159 | 4,442 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $299,568 | 4,442 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $311,428 | 4,442 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $285,632 | 4,463 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $315,731 | 4,462 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||