Allworth Financial LP

Position in XEL — Xcel Energy Inc

CIK 1555170 FOLSOM, CA

Position in XEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$17,469,666

-$265,949 QoQ

Shares Held

217,555

-2.6% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#168

of 1,285 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allworth Financial LP holds $139,503,274 across 38 Utilities - Regulated Electric names. XEL ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	492,457	$43,222,950
2	DUK	Duke Energy CORP	179,929	$22,775,412
3	XEL	Xcel Energy Inc This page	217,555	$17,469,666
4	SO	Southern Co	171,520	$16,416,179
5	PCG	PG&E Corp	347,307	$5,841,703
6	WEC	Wec Energy Group, Inc.	46,051	$5,377,375
7	AEE	Ameren Corp	41,002	$4,634,866
8	AEP	American Electric Power Co Inc	29,187	$3,993,073

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,469,666	217,555	-2.6%	Shares	Sole	2026-08-11
2026-03-31	$17,735,615	223,258	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$16,752,482	226,814	-0.6%	Shares	Sole	2026-02-05
2025-09-30	$18,401,910	228,170	-1.8%	Shares	Sole	2025-12-02
2025-06-30	$15,817,042	232,262	-2.6%	Shares	Sole	2025-08-07
2025-03-31	$16,888,157	238,567	-3.6%	Shares	Sole	2025-04-30
2024-12-31	$16,715,251	247,560	-14.3%	Shares	Sole	2025-01-30
2024-09-30	$18,862,296	288,856	-7.3%	Shares	Sole	2024-10-23
2024-06-30	$16,635,025	311,459	+4284.3%	Shares	Sole	2024-07-24
2024-03-31	$381,840	7,104	-5.8%	Shares	Sole	2024-04-25
2023-12-31	$466,676	7,538	-1.8%	Shares	Sole	2024-01-24
2023-09-30	$439,048	7,673	+3.6%	Shares	Sole	2023-10-31
2023-06-30	$460,555	7,408	+3.7%	Shares	Sole	2023-07-18
2023-03-31	$481,791	7,144	+17.3%	Shares	Sole	2023-04-18
2022-12-31	$427,040	6,091	-13.9%	Shares	Sole	2023-01-13
2022-09-30	$452,544	7,071	+7.5%	Shares	Sole	2022-11-14
2022-06-30	$465,530	6,579	+0.5%	Shares	Sole	2022-07-13
2022-03-31	$472,641	6,549	+4.7%	Shares	Sole	2022-04-22
2021-12-31	$423,328	6,253	+44.7%	Shares	Sole	2022-01-21
2021-09-30	$270,000	4,320	+101.2%	Shares	Sole	2021-11-02
2021-06-30	$141,444	2,147	0.0%	Shares	Sole	2021-08-02
2021-03-31	$142,796	2,147	0.0%	Shares	Sole	2021-04-29
2020-12-31	$143,140	2,147	-11.2%	Shares	Sole	2021-01-26
2020-09-30	$166,797	2,417	-17.0%	Shares	Sole	2020-11-03
2020-06-30	$181,937	2,911	+35.6%	Shares	Sole	2020-07-24
2020-03-31	$129,464	2,147	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.