Position in XEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,853,998
+$437,125 QoQ
Shares Held
47,995
+11.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#25
of 193 holders
Holding Since
Jun 2021
20 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. XEL ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in XEL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,853,998 | 47,995 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,416,873 | 43,012 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,312,768 | 44,852 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,245,759 | 40,245 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,438,184 | 35,803 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,872,253 | 26,448 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,388,548 | 20,565 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $552,633 | 8,463 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $432,727 | 8,102 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $316,748 | 5,893 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $747,439 | 12,073 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $351,159 | 6,137 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $416,414 | 6,698 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $398,840 | 5,914 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $395,911 | 5,647 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $245,440 | 3,835 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $257,849 | 3,644 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $272,441 | 3,775 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $234,986 | 3,471 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $232,951 | 3,536 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||