Position in XEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$246,440
+$11,536 QoQ
Shares Held
3,069
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#893
of 1,278 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $2,199,463 across 25 Utilities - Regulated Electric names. XEL ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,588 | $534,827 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
3,069 | $246,440 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 4 | DTE |
Dte Energy Co
|
1,362 | $207,527 | |
| 5 | DUK |
Duke Energy CORP
|
1,238 | $156,706 | |
| 6 | ED |
Consolidated Edison Inc
|
1,081 | $119,590 | |
| 7 | NEE |
Nextera Energy Inc
|
1,086 | $95,318 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,155 | $93,739 |
All Filings in XEL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,440 | 3,069 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $234,904 | 2,957 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $215,375 | 2,916 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $234,207 | 2,904 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $196,877 | 2,891 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $203,662 | 2,877 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $196,753 | 2,914 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $228,092 | 3,493 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $189,605 | 3,550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $258,483 | 4,809 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $203,126 | 3,281 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $216,463 | 3,783 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $195,338 | 3,142 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $209,738 | 3,110 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $219,514 | 3,131 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $149,952 | 2,343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $179,376 | 2,535 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $183,961 | 2,549 | Shares | Sole | 2022-04-28 | |
| 2021-06-30 | $200,934 | 3,050 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $201,990 | 3,037 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $212,210 | 3,183 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $225,731 | 3,271 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||