Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$273,020
+$2,924 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#852
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026PEOPLES FINANCIAL SERVICES CORP. holds $7,580,387 across 11 Utilities - Regulated Electric names. XEL ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,544 | $1,890,916 | |
| 2 | SO |
Southern Co
|
17,933 | $1,716,366 | |
| 3 | DUK |
Duke Energy CORP
|
9,156 | $1,158,965 | |
| 4 | D |
Dominion Energy, Inc
|
15,386 | $1,050,709 | |
| 5 | PPL |
PPL Corp
|
21,109 | $767,312 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,785 | $381,015 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
3,400 | $273,020 | |
| 8 | EXC |
Exelon Corp
|
4,174 | $194,591 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,020 | 3,400 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $270,096 | 3,400 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $251,124 | 3,400 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $274,210 | 3,400 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $231,540 | 3,400 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $240,686 | 3,400 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $229,568 | 3,400 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $222,020 | 3,400 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $181,594 | 3,400 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $182,750 | 3,400 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $210,494 | 3,400 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $194,548 | 3,400 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $211,378 | 3,400 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $229,296 | 3,400 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $238,374 | 3,400 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $217,600 | 3,400 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $240,584 | 3,400 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $245,378 | 3,400 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $230,180 | 3,400 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $212,500 | 3,400 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $223,992 | 3,400 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $226,134 | 3,400 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $226,678 | 3,400 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $234,634 | 3,400 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $212,500 | 3,400 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $205,020 | 3,400 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||