Avantax Planning Partners, Inc.

Position in XEL — Xcel Energy Inc

CIK 1005441 DUBUQUE, IA

Position in XEL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$263,062

+$50,243 QoQ

Shares Held

3,276

+22.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#869

of 1,277 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. XEL ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	33,431	$3,199,681
2	LNT	Alliant Energy Corp	28,389	$2,165,796
3	NEE	Nextera Energy Inc	18,988	$1,666,576
4	DUK	Duke Energy CORP	6,521	$825,428
5	WEC	Wec Energy Group, Inc.	5,667	$661,735
6	AEP	American Electric Power Co Inc	4,031	$551,481
7	ED	Consolidated Edison Inc	4,890	$540,980
8	XEL	Xcel Energy Inc This page	3,276	$263,062

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,062	3,276	+22.3%	Shares	Sole	2026-07-28
2026-03-31	$212,819	2,679	-5.0%	Shares	Sole	2026-05-04
2025-12-31	$208,211	2,819	-6.4%	Shares	Sole	2026-02-05
2025-09-30	$242,837	3,011	0.0%	Shares	Sole	2025-10-31
2025-06-30	$205,049	3,011	0.0%	Shares	Sole	2025-08-11
2025-03-31	$213,148	3,011	0.0%	Shares	Sole	2025-04-29
2024-12-31	$203,302	3,011	-8.8%	Shares	Sole	2025-02-07
2023-03-31	$222,552	3,300	-1.0%	Shares	Sole	2023-04-21
2022-12-31	$233,676	3,333	-26.4%	Shares	Sole	2023-02-10
2021-09-30	$282,875	4,526	+34.1%	Shares	Sole	2021-10-27
2021-03-31	$224,471	3,375	-25.8%	Shares	Sole	2021-05-06
2020-12-31	$303,148	4,547	+8.3%	Shares	Sole	2021-02-04
2020-09-30	$289,634	4,197	+3.7%	Shares	Sole	2020-10-28
2020-06-30	$252,937	4,047	0.0%	Shares	Sole	2020-07-15
2020-03-31	$244,034	4,047	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.