Position in XEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$46,413
+$497 QoQ
Shares Held
578
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,092
of 1,281 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $221,001 across 6 Utilities - Regulated Electric names. XEL ranks #2 (21.0% of the industry book) .
All Filings in XEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,413 | 578 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $45,916 | 578 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $42,691 | 578 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||