Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,139,376
+$22,688 QoQ
Shares Held
14,189
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#520
of 1,281 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. XEL ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
161,372 | $15,444,914 | |
| 2 | DUK |
Duke Energy CORP
|
39,454 | $4,994,087 | |
| 3 | NEE |
Nextera Energy Inc
|
31,754 | $2,787,048 | |
| 4 | ED |
Consolidated Edison Inc
|
15,961 | $1,765,765 | |
| 5 | D |
Dominion Energy, Inc
|
25,364 | $1,732,107 | |
| 6 | AEP |
American Electric Power Co Inc
|
12,251 | $1,676,059 | |
| 7 | ETR |
Entergy Corp /De/
|
10,096 | $1,159,626 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
14,189 | $1,139,376 |
All Filings in XEL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,376 | 14,189 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,116,688 | 14,057 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $920,591 | 12,464 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,012,964 | 12,560 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $856,085 | 12,571 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $925,225 | 13,070 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $822,393 | 12,180 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $923,864 | 14,148 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $702,341 | 13,150 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $483,373 | 8,993 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $526,792 | 8,509 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $354,764 | 6,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $442,153 | 7,112 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $404,302 | 5,995 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $374,737 | 5,345 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $319,040 | 4,985 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $362,361 | 5,121 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $611,857 | 8,478 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $547,692 | 8,090 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $302,875 | 4,846 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $492,123 | 7,470 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $460,181 | 6,919 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $272,146 | 4,082 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $511,639 | 7,414 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $473,750 | 7,580 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $340,875 | 5,653 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||