Creative Planning

Position in XEL — Xcel Energy Inc

CIK 1540235 OVERLAND PARK, KS

Position in XEL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$35,051,152

+$9,915,117 QoQ

Shares Held

441,228

+29.7% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.2615427851360294.ToString("F0")% Shared 0.ToString("F0")% None 99.73845721486397.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. XEL ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,047,897	$97,328,672
2	DUK	Duke Energy CORP	443,982	$58,135,002
3	SO	Southern Co	589,557	$56,904,041
4	AEP	American Electric Power Co Inc	399,995	$52,431,344
5	XEL	Xcel Energy Inc This page	441,228	$35,051,152
6	ED	Consolidated Edison Inc	272,746	$30,869,391
7	EVRG	Evergy, Inc.	375,646	$30,772,919
8	D	Dominion Energy, Inc	448,328	$27,715,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,051,152	441,228	+29.7%	Shares	Defined	2026-05-12
2025-12-31	$25,136,035	340,320	-6.8%	Shares	Sole	2026-02-17
2025-09-30	$29,460,718	365,291	+21.3%	Shares	Sole	2025-11-14
2025-06-30	$20,508,927	301,159	-2.1%	Shares	Sole	2025-08-08
2025-03-31	$21,775,074	307,601	+3.1%	Shares	Sole	2025-05-15
2024-12-31	$20,151,545	298,453	+4.1%	Shares	Defined	2025-02-14
2024-09-30	$18,725,101	286,755	+1.5%	Shares	Defined	2024-10-11
2024-06-30	$15,094,677	282,619	+116.1%	Shares	Defined	2024-08-15
2024-03-31	$7,029,209	130,776	+1.5%	Shares	Sole	2024-05-13
2023-12-31	$7,974,688	128,811	-23.1%	Shares	Defined	2024-02-14
2023-09-30	$9,582,117	167,461	+16.0%	Shares	Defined	2023-11-16
2023-06-30	$8,977,223	144,398	+8.9%	Shares	Sole	2023-07-21
2023-03-31	$8,944,027	132,622	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$9,132,949	130,266	+4.1%	Shares	Sole	2023-02-10
2022-09-30	$8,008,512	125,133	-0.4%	Shares	Sole	2022-11-03
2022-06-30	$8,887,668	125,603	-5.1%	Shares	Sole	2022-08-15
2022-03-31	$9,548,451	132,305	+13.0%	Shares	Sole	2022-05-16
2021-12-31	$7,926,993	117,090	-3.3%	Shares	Sole	2022-02-11
2021-09-30	$7,564,000	121,024	+1.2%	Shares	Sole	2021-11-10
2021-06-30	$7,882,278	119,646	+22.9%	Shares	Sole	2021-08-04
2021-03-31	$6,476,211	97,372	-1.8%	Shares	Sole	2021-04-30
2020-12-31	$6,614,130	99,207	+3.2%	Shares	Sole	2021-01-29
2020-09-30	$6,633,241	96,120	+3.0%	Shares	Sole	2020-11-05
2020-06-30	$5,833,437	93,335	+0.5%	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.