Position in XEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$632,764
+$6,777 QoQ
Shares Held
7,880
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#638
of 1,278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CASCADE INVESTMENT GROUP, INC. holds $2,050,363 across 4 Utilities - Regulated Electric names. XEL ranks #2 (30.9% of the industry book) .
All Filings in XEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,764 | 7,880 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $625,987 | 7,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $582,016 | 7,880 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $635,522 | 7,880 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $536,628 | 7,880 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $564,904 | 7,980 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $572,569 | 8,480 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $553,744 | 8,480 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $458,257 | 8,580 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $461,175 | 8,580 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $562,142 | 9,080 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||