First Dallas Securities Inc.

Broker-Dealer

Position in XEL — Xcel Energy Inc

CIK 1378559 DALLAS, TX

Position in XEL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,866,573

+$20,388 QoQ

Shares Held

23,245

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#438

of 1,278 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

First Dallas Securities Inc. holds $5,570,714 across 5 Utilities - Regulated Electric names. XEL ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc This page	23,245	$1,866,573
2	AEP	American Electric Power Co Inc	10,645	$1,456,342
3	DUK	Duke Energy CORP	8,808	$1,114,916
4	AEE	Ameren Corp	5,217	$589,729
5	SO	Southern Co	5,675	$543,154

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,866,573	23,245	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,846,185	23,240	-2.1%	Shares	Sole	2026-04-27
2025-12-31	$1,753,140	23,736	-3.2%	Shares	Sole	2026-02-11
2025-09-30	$1,978,505	24,532	-2.4%	Shares	Sole	2025-11-05
2025-06-30	$1,711,216	25,128	-3.3%	Shares	Sole	2025-08-07
2025-03-31	$1,838,699	25,974	-0.4%	Shares	Sole	2025-05-16
2024-12-31	$1,761,596	26,090	-6.1%	Shares	Sole	2025-01-24
2024-09-30	$1,814,360	27,785	-15.1%	Shares	Sole	2024-11-18
2024-06-30	$1,748,857	32,744	+1.4%	Shares	Sole	2024-08-02
2024-03-31	$1,735,211	32,283	-8.4%	Shares	Sole	2024-04-16
2023-12-31	$2,182,265	35,249	-1.9%	Shares	Sole	2024-02-13
2023-06-30	$2,233,270	35,922	-3.6%	Shares	Sole	2023-08-07
2023-03-31	$2,513,016	37,263	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$2,694,888	38,438	-3.3%	Shares	Sole	2023-02-03
2022-09-30	$2,544,832	39,763	-3.9%	Shares	Sole	2022-10-21
2022-06-30	$2,929,180	41,396	-0.7%	Shares	Sole	2022-07-28
2022-03-31	$3,008,550	41,687	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$2,825,933	41,742	-1.9%	Shares	Sole	2022-02-07
2021-09-30	$2,659,687	42,555	+8.4%	Shares	Sole	2021-10-06
2021-06-30	$2,585,592	39,247	-1.5%	Shares	Sole	2021-07-06
2021-03-31	$2,649,824	39,841	-0.6%	Shares	Sole	2021-05-26
2020-12-31	$2,672,400	40,084	-6.5%	Shares	Sole	2021-02-01
2020-09-30	$2,959,286	42,882	-5.8%	Shares	Sole	2020-10-15
2020-03-31	$2,743,830	45,503	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.