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Three Bearings Fiduciary Advisors, Inc.

Position in XEL — Xcel Energy Inc

CIK 2140230 HAMPTON, NH

Position in XEL

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$803
+$9 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,258
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, 2026

Three Bearings Fiduciary Advisors, Inc. holds $963,342 across 7 Utilities - Regulated Electric names. XEL ranks #7 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 XEL
Xcel Energy Inc
This page
10 $803

All Filings in XEL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $803 10
2026-03-31 $794 10
2025-12-31 $738 10