WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in XEL — Xcel Energy Inc
CIK 1632972
PLYMOUTH, MN
Position in XEL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$29,088,068
-$13,196,634 QoQ
Shares Held
366,164
-36.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 3.0560076905430353.ToString("F0")%
Shared 0.ToString("F0")%
None 96.94399230945696.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $482,207,133 across 33 Utilities - Regulated Electric names. XEL ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
584,863 | $76,581,961 | |
| 2 | NEE |
Nextera Energy Inc
|
613,906 | $57,019,589 | |
| 3 | SO |
Southern Co
|
466,295 | $45,006,793 | |
| 4 | AEP |
American Electric Power Co Inc
|
339,972 | $44,563,529 | |
| 5 | EXC |
Exelon Corp
|
679,650 | $33,316,443 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
366,164 | $29,088,068 | |
| 7 | EIX |
Edison International
|
394,379 | $28,860,655 | |
| 8 | PCG |
PG&E Corp
|
1,494,739 | $26,262,564 |
All Filings in XEL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||