Position in XEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$231,826
+$8,441 QoQ
Shares Held
2,887
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#912
of 1,278 holders
Holding Since
Dec 2024
7 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, 2026Significant Wealth Partners LLC holds $980,521 across 3 Utilities - Regulated Electric names. XEL ranks #3 (23.6% of the industry book) .
All Filings in XEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,826 | 2,887 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $223,385 | 2,812 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $204,075 | 2,763 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $507,127 | 6,288 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $369,102 | 5,420 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $404,494 | 5,714 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $329,565 | 4,881 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||