Position in XEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$212,152
-$2,812 QoQ
Shares Held
2,642
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#951
of 1,281 holders
Holding Since
Jun 2020
24 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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. XEL ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,472 | $200,627 |
All Filings in XEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,152 | 2,642 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $214,964 | 2,706 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $266,951 | 3,310 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,285 | 3,455 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $244,508 | 3,454 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $230,378 | 3,412 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $284,185 | 4,352 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $266,302 | 4,986 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $414,466 | 7,711 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $297,725 | 4,809 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $303,437 | 5,303 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $373,517 | 6,008 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $373,819 | 5,543 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $379,785 | 5,417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $346,688 | 5,417 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $383,306 | 5,417 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $652,055 | 9,035 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $715,791 | 10,573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $816,750 | 13,068 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $26,747 | 406 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $26,870 | 404 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $26,734 | 401 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $24,084 | 349 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $21,812 | 349 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||