Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,781
+$62 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,218
of 1,278 holders
Holding Since
Sep 2025
4 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, 2026Boreal Capital Management LLC holds $143,964 across 6 Utilities - Regulated Electric names. XEL ranks #5 (4.0% of the industry book) .
All Filings in XEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,781 | 72 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,719 | 72 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,317 | 72 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,806 | 72 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||