Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,307,284
-$316,866 QoQ
Shares Held
16,280
-20.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#494
of 1,281 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First National Advisers, LLC holds $13,958,418 across 6 Utilities - Regulated Electric names. XEL ranks #3 (9.4% of the industry book) .
All Filings in XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,284 | 16,280 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,624,150 | 20,445 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,377,922 | 32,195 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,772,021 | 34,371 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,338,554 | 34,340 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,401,904 | 33,930 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,278,597 | 33,747 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,139,685 | 32,767 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,597,386 | 29,908 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,537,250 | 28,600 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,342,827 | 21,690 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,011,878 | 17,684 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $367,362 | 5,909 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $425,074 | 6,303 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $409,021 | 5,834 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $329,088 | 5,142 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $296,696 | 4,193 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||