Position in XEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,986
+$155 QoQ
Shares Held
87
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,210
of 1,278 holders
Holding Since
Sep 2023
12 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, 2026LGT Financial Advisors LLC holds $213,686 across 5 Utilities - Regulated Electric names. XEL ranks #4 (3.3% of the industry book) .
All Filings in XEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,986 | 87 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,831 | 86 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,278 | 85 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,855 | 85 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,720 | 84 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,875 | 83 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,496 | 348 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,723 | 348 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $36,638 | 686 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $100,725 | 1,874 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $121,219 | 1,958 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $110,205 | 1,926 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||