Position in XEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$335,493
+$3,117 QoQ
Shares Held
4,178
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#786
of 1,278 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Business Financial Services, Inc. holds $7,759,394 across 9 Utilities - Regulated Electric names. XEL ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,658 | $3,041,932 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,845 | $1,894,134 | |
| 3 | MGEE |
Mge Energy Inc
|
7,458 | $608,125 | |
| 4 | SO |
Southern Co
|
5,311 | $508,315 | |
| 5 | LNT |
Alliant Energy Corp
|
6,491 | $495,198 | |
| 6 | DUK |
Duke Energy CORP
|
3,321 | $420,372 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
4,178 | $335,493 | |
| 8 | PPL |
PPL Corp
|
6,340 | $230,459 |
All Filings in XEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,493 | 4,178 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $332,376 | 4,184 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $309,030 | 4,184 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $347,762 | 4,312 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $283,432 | 4,162 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $294,627 | 4,162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $288,783 | 4,277 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $213,988 | 3,277 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $200,863 | 3,737 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $246,835 | 3,987 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,136 | 3,987 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,705 | 4,113 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $277,380 | 4,113 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $288,362 | 4,113 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $290,624 | 4,541 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $321,321 | 4,541 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $309,681 | 4,291 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $290,500 | 4,291 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||