Position in XEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,287,907
+$4,564 QoQ
Shares Held
28,492
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#406
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. XEL ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,287,907 | 28,492 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,283,343 | 28,743 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,876,561 | 25,407 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,073,995 | 25,716 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,732,940 | 25,447 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,604,293 | 36,789 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,434,366 | 36,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,562,894 | 39,248 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,516,999 | 47,126 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,422,136 | 45,063 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,231,669 | 36,047 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,438,716 | 42,620 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,796,033 | 44,974 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,054,694 | 45,295 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,003,722 | 42,843 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,728,256 | 42,629 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,061,926 | 43,272 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,122,218 | 43,262 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,752,343 | 40,655 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,412,937 | 38,607 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,410,944 | 36,596 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $843,878 | 12,688 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $740,970 | 11,114 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $717,842 | 10,402 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $504,937 | 8,079 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $554,036 | 9,188 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||