Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$35,572
+$937 QoQ
Shares Held
443
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,117
of 1,278 holders
Holding Since
Dec 2023
11 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, 2026Canopy Partners, LLC holds $1,467,077 across 4 Utilities - Regulated Electric names. XEL ranks #3 (2.4% of the industry book) .
All Filings in XEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,572 | 443 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $34,635 | 436 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $44,906 | 608 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $46,212 | 573 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $35,548 | 522 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $36,952 | 522 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $33,557 | 497 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,038 | 460 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,539 | 422 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,358 | 509 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $285,219 | 4,607 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||