Position in XEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$253,988
+$2,720 QoQ
Shares Held
3,163
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#880
of 1,277 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. XEL ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
3,163 | $253,988 |
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,988 | 3,163 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $251,268 | 3,163 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $233,619 | 3,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $255,095 | 3,163 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $215,400 | 3,163 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $223,908 | 3,163 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $213,565 | 3,163 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $320,818 | 4,913 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||