Position in XEL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$562,594
+$79,550 QoQ
Shares Held
7,082
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. XEL ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
13,834 | $1,335,257 | |
| 2 | D |
Dominion Energy, Inc
|
21,031 | $1,300,136 | |
| 3 | NEE |
Nextera Energy Inc
|
11,455 | $1,063,940 | |
| 4 | DUK |
Duke Energy CORP
|
5,223 | $683,899 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
8,315 | $673,099 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,326 | $567,052 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
7,082 | $562,594 | |
| 8 | PPL |
PPL Corp
|
13,395 | $511,689 |
All Filings in XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,594 | 7,082 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $483,044 | 6,540 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $481,077 | 5,965 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $403,152 | 5,920 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $424,952 | 6,003 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $400,663 | 5,934 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $376,846 | 5,771 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $309,083 | 5,787 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $336,636 | 6,263 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $368,240 | 5,948 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $353,161 | 6,172 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $381,785 | 6,141 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $403,223 | 5,979 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $409,792 | 5,845 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,080 | 5,345 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $360,876 | 5,100 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $334,147 | 4,630 | Shares | Defined | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||