JNBA Financial Advisors

Position in XEL — Xcel Energy Inc

CIK 1569118 BLOOMINGTON, MN

Position in XEL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$326,098

+$5,081 QoQ

Shares Held

4,061

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#796

of 1,281 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JNBA Financial Advisors holds $1,643,454 across 20 Utilities - Regulated Electric names. XEL ranks #1 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc This page	4,061	$326,098
2	AEP	American Electric Power Co Inc	1,618	$221,358
3	WEC	Wec Energy Group, Inc.	1,664	$194,305
4	LNT	Alliant Energy Corp	2,179	$166,235
5	CNP	Centerpoint Energy Inc	2,918	$128,508
6	SO	Southern Co	1,262	$120,786
7	NEE	Nextera Energy Inc	1,363	$119,630
8	EIX	Edison International	1,373	$102,219

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,098	4,061	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$321,017	4,041	0.0%	Shares	Sole	2026-04-23
2025-12-31	$298,468	4,041	+5.1%	Shares	Sole	2026-01-26
2025-09-30	$310,099	3,845	0.0%	Shares	Sole	2025-10-28
2025-06-30	$261,844	3,845	0.0%	Shares	Sole	2025-07-24
2025-03-31	$272,187	3,845	-4.3%	Shares	Sole	2025-04-25
2024-12-31	$271,160	4,016	0.0%	Shares	Sole	2025-01-30
2024-09-30	$262,244	4,016	+63.4%	Shares	Sole	2024-10-31
2024-06-30	$131,281	2,458	0.0%	Shares	Sole	2024-07-22
2024-03-31	$132,117	2,458	-6.0%	Shares	Sole	2024-04-26
2023-12-31	$161,956	2,616	+14.5%	Shares	Sole	2024-02-08
2023-09-30	$130,690	2,284	+6.7%	Shares	Sole	2023-11-02
2023-06-30	$133,105	2,141	-1.2%	Shares	Sole	2023-08-03
2023-03-31	$146,075	2,166	-14.6%	Shares	Sole	2023-05-02
2022-12-31	$177,798	2,536	-12.8%	Shares	Sole	2023-02-07
2022-09-30	$186,176	2,909	-22.6%	Shares	Sole	2022-11-07
2022-06-30	$265,986	3,759	-7.7%	Shares	Sole	2022-07-22
2022-03-31	$294,020	4,074	-3.9%	Shares	Sole	2022-04-29
2021-12-31	$286,912	4,238	-1.7%	Shares	Sole	2022-02-03
2021-09-30	$269,437	4,311	+1.7%	Shares	Sole	2021-11-10
2021-06-30	$279,199	4,238	+6.3%	Shares	Sole	2021-08-04
2021-03-31	$265,241	3,988	-5.9%	Shares	Sole	2021-05-03
2020-12-31	$282,547	4,238	-9.9%	Shares	Sole	2021-01-25
2020-09-30	$324,692	4,705	-9.6%	Shares	Sole	2020-11-05
2020-06-30	$325,312	5,205	0.0%	Shares	Sole	2020-07-24
2020-03-31	$313,861	5,205	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.