Cherry Tree Wealth Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1985414 MINNETONKA, MN

Position in XEL

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$118,445

-$17,014 QoQ

Shares Held

1,491

-18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Cherry Tree Wealth Management, LLC holds $265,844 across 6 Utilities - Regulated Electric names. XEL ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc This page	1,491	$118,445
2	DUK	Duke Energy CORP	500	$65,470
3	WEC	Wec Energy Group, Inc.	521	$60,316
4	SO	Southern Co	91	$8,783
5	CNP	Centerpoint Energy Inc	201	$8,675
6	IMSR	Terrestrial Energy Inc. /DE/	692	$4,155

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$118,445	1,491	-18.7%	Shares	Sole	2026-05-05
2025-12-31	$135,459	1,834	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$147,589	1,830	-28.3%	Shares	Sole	2025-11-24
2025-06-30	$173,723	2,551	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$181,080	2,558	-5.0%	Shares	Sole	2025-04-21
2024-12-31	$181,831	2,693	+0.3%	Shares	Sole	2025-02-04
2024-09-30	$175,265	2,684	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$142,818	2,674	-16.5%	Shares	Sole	2024-08-06
2024-03-31	$172,053	3,201	+0.4%	Shares	Sole	2024-05-01
2023-12-31	$197,307	3,187	-10.3%	Shares	Sole	2024-02-06
2023-09-30	$203,188	3,551	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$219,957	3,538	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.