Position in XEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$312,045
+$5,804 QoQ
Shares Held
3,886
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#812
of 1,278 holders
Holding Since
Mar 2022
6 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, 2026Capital Investment Advisory Services, LLC holds $20,788,984 across 10 Utilities - Regulated Electric names. XEL ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
86,374 | $10,933,220 | |
| 2 | D |
Dominion Energy, Inc
|
62,041 | $4,236,779 | |
| 3 | SO |
Southern Co
|
24,263 | $2,322,211 | |
| 4 | NEE |
Nextera Energy Inc
|
19,978 | $1,753,469 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,190 | $573,233 | |
| 6 | XEL |
Xcel Energy Inc
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|
3,886 | $312,045 | |
| 7 | NGG |
National Grid PLC
|
2,983 | $247,201 | |
| 8 | DTE |
Dte Energy Co
|
1,323 | $201,585 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,045 | 3,886 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $306,241 | 3,855 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $218,477 | 2,958 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $212,270 | 2,632 | Shares | Sole | 2025-11-05 | |
| 2022-06-30 | $199,684 | 2,822 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $208,932 | 2,895 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||