Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,675,218
+$1,161,083 QoQ
Shares Held
20,862
+222.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#447
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SNS Financial Group, LLC holds $15,082,712 across 10 Utilities - Regulated Electric names. XEL ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,213 | $6,162,595 | |
| 2 | SO |
Southern Co
|
31,121 | $2,978,590 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
20,862 | $1,675,218 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,526 | $1,229,121 | |
| 5 | DUK |
Duke Energy CORP
|
7,827 | $990,741 | |
| 6 | D |
Dominion Energy, Inc
|
10,845 | $740,605 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,805 | $657,372 | |
| 8 | EXC |
Exelon Corp
|
4,780 | $222,843 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,675,218 | 20,862 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $514,135 | 6,472 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $462,437 | 6,261 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $530,514 | 6,578 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $447,348 | 6,569 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $467,779 | 6,608 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $454,071 | 6,725 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $438,946 | 6,722 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $368,047 | 6,891 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $368,348 | 6,853 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $422,349 | 6,822 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $407,291 | 7,118 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $443,955 | 7,141 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $481,993 | 7,147 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $527,086 | 7,518 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $484,800 | 7,575 | Shares | Defined | 2022-10-12 | |
| 2022-06-30 | $526,454 | 7,440 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $524,675 | 7,270 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $492,179 | 7,270 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $465,562 | 7,449 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $509,251 | 7,730 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $506,805 | 7,620 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $506,358 | 7,595 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $596,728 | 8,647 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $589,250 | 9,428 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $572,548 | 9,495 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||