Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$87,687
+$939 QoQ
Shares Held
1,092
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,041
of 1,278 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $362,907 across 6 Utilities - Regulated Electric names. XEL ranks #2 (24.2% of the industry book) .
All Filings in XEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,687 | 1,092 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $86,748 | 1,092 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $80,655 | 1,092 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $88,069 | 1,092 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $74,365 | 1,092 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||