Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$716,998
-$17,980 QoQ
Shares Held
8,929
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#608
of 1,281 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, 2026Birchwood Financial Partners, Inc. holds $924,866 across 10 Utilities - Regulated Electric names. XEL ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
8,929 | $716,998 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
469 | $54,765 | |
| 3 | EXC |
Exelon Corp
|
807 | $37,622 | |
| 4 | OGE |
Oge Energy Corp.
|
500 | $24,330 | |
| 5 | CNP |
Centerpoint Energy Inc
|
436 | $19,201 | |
| 6 | PPL |
PPL Corp
|
500 | $18,175 | |
| 7 | D |
Dominion Energy, Inc
|
232 | $15,843 | |
| 8 | ETR |
Entergy Corp /De/
|
124 | $14,242 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,998 | 8,929 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $734,978 | 9,252 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $671,682 | 9,094 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||