Dakota Wealth Management

Position in XEL — Xcel Energy Inc

CIK 1631353 PALM BEACH GARDENS, FL

Position in XEL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,516,304

-$72,019 QoQ

Shares Held

18,883

-5.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#470

of 1,281 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. XEL ranks #7 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	138,267	$12,135,694
2	ED	Consolidated Edison Inc	67,618	$7,480,579
3	AEP	American Electric Power Co Inc	42,412	$5,802,385
4	AEE	Ameren Corp	22,947	$2,593,928
5	D	Dominion Energy, Inc	36,090	$2,464,586
6	DUK	Duke Energy CORP	14,081	$1,782,372
7	XEL	Xcel Energy Inc This page	18,883	$1,516,304
8	SO	Southern Co	9,417	$901,301

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,516,304	18,883	-5.6%	Shares	Defined	2026-08-07
2026-03-31	$1,588,323	19,994	+6.2%	Shares	Defined	2026-08-26
2025-12-31	$1,389,971	18,819	-5.9%	Shares	Defined	2026-08-26
2025-09-30	$1,612,435	19,993	-9.5%	Shares	Sole	2026-08-26
2025-06-30	$1,503,648	22,080	+4.6%	Shares	Defined	2025-07-16
2025-03-31	$1,494,022	21,105	-8.8%	Shares	Sole	2025-05-02
2024-12-31	$1,561,737	23,130	+0.7%	Shares	Sole	2025-01-17
2024-09-30	$1,500,528	22,979	+0.9%	Shares	Sole	2024-10-23
2024-06-30	$1,216,359	22,774	-0.4%	Shares	Sole	2024-07-22
2024-03-31	$1,228,940	22,864	+16.0%	Shares	Sole	2024-04-24
2023-12-31	$1,220,617	19,716	-10.3%	Shares	Sole	2024-01-30
2023-09-30	$1,257,180	21,971	+3.5%	Shares	Sole	2023-10-24
2023-06-30	$1,320,304	21,237	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.