Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$619,434
+$598,015 QoQ
Shares Held
7,714
+2560.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#642
of 1,281 holders
Holding Since
Mar 2020
9 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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. XEL ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,375 | $2,402,703 | |
| 2 | ETR |
Entergy Corp /De/
|
8,004 | $919,339 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,599 | $902,809 | |
| 4 | ES |
Eversource Energy
|
9,661 | $698,200 | |
| 5 | SO |
Southern Co
|
6,493 | $621,445 | |
| 6 | XEL |
Xcel Energy Inc
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|
7,714 | $619,434 | |
| 7 | DUK |
Duke Energy CORP
|
4,229 | $535,306 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,330 | $351,422 |
All Filings in XEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,434 | 7,714 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $21,419 | 290 | Shares | Sole | 2026-01-21 | |
| 2021-09-30 | $203,937 | 3,263 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $214,966 | 3,263 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $217,554 | 3,271 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $213,077 | 3,196 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $223,109 | 3,233 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $188,812 | 3,021 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $173,543 | 2,878 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||