Position in XEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$107,720
+$7,566 QoQ
Shares Held
1,356
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $320,646 across 6 Utilities - Regulated Electric names. XEL ranks #2 (33.6% of the industry book) .
All Filings in XEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,720 | 1,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $100,154 | 1,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,361 | 1,356 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,343 | 1,356 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $95,991 | 1,356 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $91,557 | 1,356 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||