Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$432,736
+$4,634 QoQ
Shares Held
5,389
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#719
of 1,278 holders
Holding Since
Mar 2020
25 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, 2026BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. XEL ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
60,496 | $4,131,271 | |
| 2 | NEE |
Nextera Energy Inc
|
36,472 | $3,201,147 | |
| 3 | DUK |
Duke Energy CORP
|
5,628 | $712,392 | |
| 4 | SO |
Southern Co
|
5,706 | $546,121 | |
| 5 | ES |
Eversource Energy
|
6,780 | $489,990 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
5,389 | $432,736 | |
| 7 | ED |
Consolidated Edison Inc
|
2,514 | $278,123 | |
| 8 | DTE |
Dte Energy Co
|
1,756 | $267,561 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,736 | 5,389 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $428,102 | 5,389 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $398,031 | 5,389 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $434,622 | 5,389 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $366,990 | 5,389 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $381,487 | 5,389 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $363,865 | 5,389 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $351,901 | 5,389 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $287,826 | 5,389 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $289,658 | 5,389 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $352,205 | 5,689 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $325,524 | 5,689 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $383,402 | 6,167 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $460,952 | 6,835 | Shares | Defined | 2023-04-24 | |
| 2022-09-30 | $501,440 | 7,835 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $581,788 | 8,222 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $621,744 | 8,615 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $600,702 | 8,873 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $562,062 | 8,993 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $599,046 | 9,093 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $616,082 | 9,263 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $617,564 | 9,263 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $639,239 | 9,263 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $808,312 | 12,933 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $784,382 | 13,008 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||