Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,735,615
+$983,133 QoQ
Shares Held
223,258
-1.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. XEL ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,735,615 | 223,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,752,482 | 226,814 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,401,910 | 228,170 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $15,817,042 | 232,262 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,888,157 | 238,567 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,715,251 | 247,560 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,862,296 | 288,856 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $16,635,025 | 311,459 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $381,840 | 7,104 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $466,676 | 7,538 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $439,048 | 7,673 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $460,555 | 7,408 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $481,791 | 7,144 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $427,040 | 6,091 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $452,544 | 7,071 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,530 | 6,579 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $472,641 | 6,549 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $423,328 | 6,253 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $270,000 | 4,320 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $141,444 | 2,147 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $142,796 | 2,147 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $143,140 | 2,147 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $166,797 | 2,417 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $181,937 | 2,911 | 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. | ||||||