Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$463,331
-$18,313 QoQ
Shares Held
5,770
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#699
of 1,278 holders
Holding Since
Dec 2025
3 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, 2026BETO FINANCIAL GROUP, LLC holds $1,560,907 across 3 Utilities - Regulated Electric names. XEL ranks #2 (29.7% 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 | $463,331 | 5,770 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $481,644 | 6,063 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $444,341 | 6,016 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||