Position in SO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$272,669
+$13,773 QoQ
Shares Held
2,825
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026USAdvisors Wealth Management, LLC holds $252,543 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
3,145 | $252,543 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,669 | 2,825 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $258,896 | 2,969 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $282,983 | 2,986 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $274,479 | 2,989 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $305,917 | 3,327 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $267,540 | 3,250 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $286,592 | 3,178 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $260,169 | 3,354 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $236,311 | 3,294 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $222,070 | 3,167 | Shares | Sole | 2024-02-12 | |
| 2022-03-31 | $204,478 | 2,820 | Shares | Sole | 2022-06-08 | |
| 2021-12-31 | $254,706 | 3,714 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,661 | 3,351 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||