Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,607
New position
Shares Held
157
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,186
of 1,281 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261 NORTH WEALTH SERVICES LLC holds $98,619 across 7 Utilities - Regulated Electric names. XEL ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
364 | $31,948 | |
| 2 | DUK |
Duke Energy CORP
|
183 | $23,164 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
157 | $12,607 | |
| 4 | ED |
Consolidated Edison Inc
|
101 | $11,173 | |
| 5 | AEP |
American Electric Power Co Inc
|
60 | $8,208 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
95 | $7,710 | |
| 7 | DTE |
Dte Energy Co
|
25 | $3,809 |
All Filings in XEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,607 | 157 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||