Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,510,981
-$89,646 QoQ
Shares Held
31,270
-4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#392
of 1,278 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. XEL ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
342,150 | $32,747,176 | |
| 2 | DUK |
Duke Energy CORP
|
221,444 | $28,030,381 | |
| 3 | NEE |
Nextera Energy Inc
|
249,800 | $21,924,945 | |
| 4 | IDA |
Idacorp Inc
|
64,018 | $9,685,923 | |
| 5 | XEL |
Xcel Energy Inc
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|
31,270 | $2,510,981 | |
| 6 | ETR |
Entergy Corp /De/
|
14,271 | $1,639,167 | |
| 7 | ED |
Consolidated Edison Inc
|
13,170 | $1,456,997 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,547 | $1,442,935 |
All Filings in XEL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,510,981 | 31,270 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,600,627 | 32,737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,034,390 | 41,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,262,050 | 40,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,779,160 | 40,810 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,845,687 | 40,199 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,767,307 | 40,985 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $760,679 | 11,649 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $568,335 | 10,641 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $545,078 | 10,141 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $619,409 | 10,005 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $598,349 | 10,457 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $533,107 | 8,575 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $541,138 | 8,024 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $250,432 | 3,572 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $226,240 | 3,535 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||