Position in XEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$813,679
-$17,104 QoQ
Shares Held
10,133
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#584
of 1,279 holders
Holding Since
Dec 2022
15 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, 2026Great Waters Wealth Management holds $1,295,095 across 3 Utilities - Regulated Electric names. XEL ranks #1 (62.8% of the industry book) .
All Filings in XEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,679 | 10,133 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $830,783 | 10,458 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $777,376 | 10,525 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $847,550 | 10,509 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $921,256 | 13,528 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $994,457 | 14,048 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,035,351 | 15,334 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,065,369 | 16,315 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $893,442 | 16,728 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,256,997 | 23,386 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,437,983 | 23,227 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,331,795 | 23,275 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,472,061 | 23,678 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,692,339 | 25,094 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,731,787 | 24,701 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||