Position in XEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$767,025
-$5,051 QoQ
Shares Held
9,552
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#128
of 430 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $12,033,762 across 18 Utilities - Regulated Electric names. XEL ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,232 | $1,863,531 | |
| 2 | SO |
Southern Co
|
14,699 | $1,406,841 | |
| 3 | ED |
Consolidated Edison Inc
|
7,921 | $876,299 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,248 | $846,348 | |
| 5 | CNP |
Centerpoint Energy Inc
|
18,974 | $835,614 | |
| 6 | NGG |
National Grid PLC
|
10,017 | $830,108 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
9,552 | $767,025 | |
| 8 | DUK |
Duke Energy CORP
|
6,017 | $761,631 |
All Filings in XEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,025 | 9,552 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $772,076 | 9,719 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $709,055 | 9,600 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $785,691 | 9,742 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $632,103 | 9,282 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $689,494 | 9,740 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $611,663 | 9,059 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $486,354 | 7,448 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $400,574 | 7,500 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $45,310 | 843 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $46,989 | 759 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $42,914 | 750 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $877,393 | 13,010 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $949,499 | 13,543 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $816,000 | 12,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $962,760 | 13,606 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,003,596 | 13,906 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $946,039 | 13,974 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $837,687 | 13,403 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $750,636 | 11,394 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $727,685 | 10,941 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $716,302 | 10,744 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $637,859 | 9,243 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $517,250 | 8,276 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||