Position in XEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,147,487
+$93,080 QoQ
Shares Held
14,290
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#516
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$572,200
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. XEL ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
14,290 | $1,147,487 |
All Filings in XEL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,487 | 14,290 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,054,407 | 13,273 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,001,984 | 13,566 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,094,985 | 13,577 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $963,138 | 14,143 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $983,556 | 13,894 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $980,592 | 14,523 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $888,471 | 13,606 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $986,803 | 18,476 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,318,433 | 24,529 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,412,446 | 38,967 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $572,200 | 10,000 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $2,039,149 | 35,637 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $808,210 | 13,000 | Put | Sole | 2023-08-04 | |
| 2023-06-30 | $2,352,823 | 37,845 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $876,720 | 13,000 | Put | Sole | 2023-04-07 | |
| 2023-03-31 | $3,099,070 | 45,953 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,236,417 | 46,162 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,408,128 | 53,252 | Shares | Sole | 2022-10-12 | |
| 2022-09-30 | $1,280,000 | 20,000 | Put | Sole | 2022-10-12 | |
| 2022-06-30 | $3,674,071 | 51,923 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,188,975 | 44,187 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,266,193 | 18,703 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $327,000 | 5,232 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $344,684 | 5,232 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $351,438 | 5,284 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $349,950 | 5,249 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $362,233 | 5,249 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $390,562 | 6,249 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $375,789 | 6,232 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||