Position in XEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$291,810
+$3,602 QoQ
Shares Held
3,634
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#828
of 1,278 holders
Holding Since
Jun 2023
13 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $1,103,878 across 4 Utilities - Regulated Electric names. XEL ranks #2 (26.4% of the industry book) .
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,810 | 3,634 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $288,208 | 3,628 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $267,373 | 3,620 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $291,469 | 3,614 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $245,568 | 3,606 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $254,773 | 3,599 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $259,411 | 3,842 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $250,360 | 3,834 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $204,293 | 3,825 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $205,110 | 3,816 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $228,943 | 3,698 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $211,141 | 3,690 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $228,972 | 3,683 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||