Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,441
+$586 QoQ
Shares Held
404
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,121
of 1,278 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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. XEL ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
|
224 | $15,296 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,441 | 404 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,855 | 401 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,396 | 398 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $31,856 | 395 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $82,673 | 1,214 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $85,231 | 1,204 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $80,618 | 1,194 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $77,315 | 1,184 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $62,649 | 1,173 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $62,403 | 1,161 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $71,258 | 1,151 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $65,288 | 1,141 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $70,376 | 1,132 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $75,735 | 1,123 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $78,172 | 1,115 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $70,848 | 1,107 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $77,765 | 1,099 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,953 | 1,094 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $73,589 | 1,087 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $67,500 | 1,080 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $70,689 | 1,073 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $70,899 | 1,066 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $70,603 | 1,059 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $72,598 | 1,052 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $65,375 | 1,046 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $62,651 | 1,039 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||