WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in XEL — Xcel Energy Inc
CIK 1632972
PLYMOUTH, MN
Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$32,250,086
+$3,162,018 QoQ
Shares Held
401,620
+9.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#125
of 1,281 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. XEL ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,250,086 | 401,620 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $29,088,068 | 366,164 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $42,284,702 | 572,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $45,188,678 | 560,306 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $35,546,838 | 521,980 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $33,437,231 | 472,344 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $26,961,276 | 399,308 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $25,249,028 | 386,662 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,498,767 | 346,354 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $17,215,318 | 320,285 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,238,874 | 326,908 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,222,706 | 213,609 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,729,880 | 27,825 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,829,175 | 27,123 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,387,008 | 21,672 | Shares | Sole | 2022-10-17 | |
| 2021-09-30 | $1,301,750 | 20,828 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,996,815 | 45,489 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||