Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$414,107
+$4,435 QoQ
Shares Held
5,157
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#725
of 1,278 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Heritage Trust Co holds $9,857,690 across 8 Utilities - Regulated Electric names. XEL ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,705 | $3,397,137 | |
| 2 | ES |
Eversource Energy
|
39,939 | $2,886,391 | |
| 3 | D |
Dominion Energy, Inc
|
16,895 | $1,153,759 | |
| 4 | OGE |
Oge Energy Corp.
|
20,947 | $1,019,280 | |
| 5 | ED |
Consolidated Edison Inc
|
4,713 | $521,399 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
5,157 | $414,107 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,857 | $254,056 | |
| 8 | EXC |
Exelon Corp
|
4,538 | $211,561 |
All Filings in XEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,107 | 5,157 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $409,672 | 5,157 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $383,850 | 5,197 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $418,654 | 5,191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $353,507 | 5,191 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $438,685 | 6,197 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $418,421 | 6,197 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $272,017 | 5,093 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $275,898 | 5,133 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $324,841 | 5,247 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $333,192 | 5,823 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $363,632 | 5,849 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $355,206 | 5,267 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $369,619 | 5,272 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $384,064 | 6,001 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $435,952 | 6,161 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $457,269 | 6,336 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $428,947 | 6,336 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $469,812 | 7,517 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $545,815 | 8,285 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $562,342 | 8,455 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $631,098 | 9,466 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $377,829 | 5,475 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $267,062 | 4,273 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||