USA FINANCIAL FORMULAS

Position in XEL — Xcel Energy Inc

CIK 1633716 ADA, MI

Position in XEL

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$730,609

-$852,580 QoQ

Shares Held

9,197

-57.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. XEL ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	7,510	$984,410
2	XEL	Xcel Energy Inc This page	9,197	$730,609
3	EIX	Edison International	1,356	$99,232
4	PCG	PG&E Corp	5,314	$93,366
5	CNP	Centerpoint Energy Inc	2,051	$88,521
6	ES	Eversource Energy	1,100	$76,208
7	FE	Firstenergy Corp	1,496	$75,787
8	ETR	Entergy Corp /De/	662	$74,382

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$730,609	9,197	-57.1%	Shares	Sole	2026-04-14
2025-12-31	$1,583,189	21,435	+491.3%	Shares	Sole	2026-01-14
2025-09-30	$292,356	3,625	-82.4%	Shares	Sole	2025-10-10
2025-03-31	$1,459,760	20,621	-41.2%	Shares	Sole	2025-04-15
2024-12-31	$2,367,453	35,063	+500800.0%	Shares	Sole	2025-01-14
2023-06-30	$435	7	0.0%	Shares	Sole	2023-11-27
2023-03-31	$472	7	-100.0%	Shares	Sole	2023-11-27
2022-09-30	$3,037,440	47,460	+4.5%	Shares	Sole	2022-10-24
2022-06-30	$3,212,504	45,400	+648471.4%	Shares	Sole	2022-08-15
2022-03-31	$505	7	0.0%	Shares	Sole	2022-08-16
2021-12-31	$473	7	-96.9%	Shares	Sole	2022-02-10
2021-09-30	$13,937	223	+3085.7%	Shares	Sole	2021-11-08
2021-06-30	$461	7	0.0%	Shares	Sole	2021-07-29
2021-03-31	$465	7	0.0%	Shares	Sole	2021-05-06
2020-12-31	$466	7	0.0%	Shares	Sole	2021-01-29
2020-09-30	$483	7	0.0%	Shares	Sole	2020-10-09
2020-06-30	$437	7	0.0%	Shares	Sole	2020-08-11
2020-03-31	$422	7	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.