Position in XEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,597,335
+$97,377 QoQ
Shares Held
57,252
+1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#318
of 1,281 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. XEL ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
57,252 | $4,597,335 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,597,335 | 57,252 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,499,958 | 56,646 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,692,621 | 63,534 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,053,529 | 62,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,894,570 | 57,189 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,713,926 | 52,464 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,642,231 | 53,943 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,123,172 | 63,142 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,239,423 | 60,652 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,151,953 | 58,641 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,749,579 | 60,565 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,334,037 | 58,267 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,579,251 | 57,572 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,392,097 | 50,298 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,467,640 | 49,460 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,178,368 | 49,662 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,893,639 | 55,026 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,821,401 | 52,950 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,330,982 | 19,660 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,548,625 | 24,778 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,126,218 | 17,095 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,087,704 | 16,354 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,140,057 | 17,100 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $888,641 | 12,877 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,022,750 | 16,364 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $753,870 | 12,502 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||