Position in XEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$638,625
+$51,882 QoQ
Shares Held
7,953
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#632
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. XEL ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
7,953 | $638,625 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,625 | 7,953 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $586,743 | 7,386 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $478,317 | 6,476 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $538,983 | 6,683 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $439,449 | 6,453 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $454,471 | 6,420 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $394,721 | 5,846 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $365,745 | 5,601 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $289,001 | 5,411 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $348,031 | 6,475 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $427,612 | 6,907 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $435,329 | 7,608 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $463,726 | 7,459 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $519,490 | 7,703 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $542,931 | 7,744 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $498,048 | 7,782 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $543,578 | 7,682 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $483,105 | 6,694 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $429,624 | 6,346 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $405,500 | 6,488 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $421,961 | 6,405 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $392,076 | 5,895 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $402,353 | 6,035 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $424,204 | 6,147 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $419,625 | 6,714 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $356,131 | 5,906 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||