Position in XEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,599,495
+$136,449 QoQ
Shares Held
19,919
+8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#455
of 1,281 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Florida Trust Wealth Management Co holds $78,573,738 across 14 Utilities - Regulated Electric names. XEL ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
276,800 | $24,294,735 | |
| 2 | SO |
Southern Co
|
203,535 | $19,480,334 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
149,036 | $12,095,761 | |
| 4 | DUK |
Duke Energy CORP
|
76,697 | $9,708,305 | |
| 5 | D |
Dominion Energy, Inc
|
67,185 | $4,588,062 | |
| 6 | GNE |
Genie Energy Ltd.
|
271,939 | $3,929,518 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
19,919 | $1,599,495 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,423 | $741,920 |
All Filings in XEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,495 | 19,919 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,463,046 | 18,417 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,367,517 | 18,515 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,540,737 | 19,104 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $1,334,555 | 19,597 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,387,271 | 19,597 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,319,205 | 19,538 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,065,630 | 16,319 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $661,428 | 12,384 | Shares | Defined | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||