Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,120,586
+$13,431 QoQ
Shares Held
13,955
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#527
of 1,281 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, 2026Aspen Wealth Strategies, LLC holds $2,469,845 across 3 Utilities - Regulated Electric names. XEL ranks #1 (45.4% 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 | $1,120,586 | 13,955 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,107,155 | 13,937 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,020,228 | 13,813 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,113,373 | 13,805 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $919,281 | 13,499 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $935,773 | 13,219 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $890,318 | 13,186 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $870,318 | 13,328 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $726,536 | 13,603 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $741,857 | 13,802 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $452,252 | 7,305 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $417,992 | 7,305 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $454,151 | 7,305 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $492,649 | 7,305 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $527,717 | 7,527 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||