Position in XEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$190,792
+$2,043 QoQ
Shares Held
2,376
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#982
of 1,281 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $1,499,849 across 9 Utilities - Regulated Electric names. XEL ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,926 | $432,355 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,655 | $363,230 | |
| 3 | SO |
Southern Co
|
2,311 | $221,185 | |
| 4 | XEL |
Xcel Energy Inc
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|
2,376 | $190,792 | |
| 5 | ED |
Consolidated Edison Inc
|
1,357 | $150,124 | |
| 6 | DUK |
Duke Energy CORP
|
636 | $80,504 | |
| 7 | EXC |
Exelon Corp
|
817 | $38,088 | |
| 8 | CNP |
Centerpoint Energy Inc
|
300 | $13,212 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,792 | 2,376 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $188,749 | 2,376 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $175,491 | 2,376 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $191,624 | 2,376 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $161,805 | 2,376 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $168,197 | 2,376 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $160,427 | 2,376 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $155,152 | 2,376 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $126,902 | 2,376 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $127,710 | 2,376 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $147,098 | 2,376 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $135,954 | 2,376 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $147,715 | 2,376 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $160,237 | 2,376 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $166,581 | 2,376 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $152,064 | 2,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $168,125 | 2,376 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $171,475 | 2,376 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $148,500 | 2,376 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $156,530 | 2,376 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $158,027 | 2,376 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $158,407 | 2,376 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $163,967 | 2,376 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $148,500 | 2,376 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $143,272 | 2,376 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||