Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,905,333
+$7,854,181 QoQ
Shares Held
534,313
+21.1% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#109
of 1,281 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, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. XEL ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,905,333 | 534,313 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $35,051,152 | 441,228 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $25,136,035 | 340,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,460,718 | 365,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,508,927 | 301,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,775,074 | 307,601 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,151,545 | 298,453 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,725,101 | 286,755 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $15,094,677 | 282,619 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,029,209 | 130,776 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,974,688 | 128,811 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,582,117 | 167,461 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $8,977,223 | 144,398 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,944,027 | 132,622 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,132,949 | 130,266 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,008,512 | 125,133 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,887,668 | 125,603 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,548,451 | 132,305 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,926,993 | 117,090 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,564,000 | 121,024 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,882,278 | 119,646 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,476,211 | 97,372 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,614,130 | 99,207 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,633,241 | 96,120 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,833,437 | 93,335 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,600,844 | 92,883 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||