Position in XEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$121,734
+$41,023 QoQ
Shares Held
1,516
+49.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,013
of 1,278 holders
Holding Since
Mar 2020
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, 2026Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. XEL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
1,516 | $121,734 |
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,734 | 1,516 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $80,711 | 1,016 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $75,041 | 1,016 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $23,953 | 297 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,225 | 297 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $30,298 | 428 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $20,053 | 297 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,394 | 297 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $24,889 | 466 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,639 | 384 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,806 | 433 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,294 | 110 | Shares | Defined | 2023-11-13 | |
| 2020-03-31 | $48,240 | 800 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||