Position in XEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$584,584
+$136,146 QoQ
Shares Held
7,280
+29.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#658
of 1,281 holders
Holding Since
Dec 2021
13 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, 2026Segment Wealth Management, LLC holds $8,257,605 across 11 Utilities - Regulated Electric names. XEL ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,647 | $1,899,957 | |
| 2 | DUK |
Duke Energy CORP
|
11,622 | $1,471,112 | |
| 3 | ETR |
Entergy Corp /De/
|
8,134 | $934,271 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,401 | $630,674 | |
| 5 | XEL |
Xcel Energy Inc
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|
7,280 | $584,584 | |
| 6 | EXC |
Exelon Corp
|
12,505 | $582,983 | |
| 7 | CMS |
Cms Energy Corp
|
7,433 | $568,624 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,906 | $479,330 |
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,584 | 7,280 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $448,438 | 5,645 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $471,596 | 6,385 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $500,110 | 6,201 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $413,094 | 6,066 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $304,892 | 4,307 | Shares | Sole | 2025-04-22 | |
| 2023-06-30 | $200,746 | 3,229 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $217,763 | 3,229 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $245,314 | 3,499 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $223,936 | 3,499 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $247,589 | 3,499 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $252,522 | 3,499 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $236,882 | 3,499 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||