BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in XEL — Xcel Energy Inc
CIK 1654599
MORRISTOWN, NJ
Position in XEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$139,400
-$11,536 QoQ
Shares Held
1,736
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,006
of 1,278 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. XEL ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
139,413 | $12,236,279 | |
| 2 | DUK |
Duke Energy CORP
|
60,170 | $7,616,318 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
65,932 | $7,054,724 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
28,137 | $2,283,598 | |
| 5 | SO |
Southern Co
|
1,725 | $165,099 | |
| 6 | ED |
Consolidated Edison Inc
|
1,285 | $142,159 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
1,736 | $139,400 | |
| 8 | AEP |
American Electric Power Co Inc
|
825 | $112,868 |
All Filings in XEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,400 | 1,736 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $150,936 | 1,900 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||