Position in XEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$890,605
-$90,792 QoQ
Shares Held
11,091
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#119
of 430 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. XEL ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in XEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,605 | 11,091 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $981,397 | 12,354 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $877,821 | 11,885 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $918,601 | 11,390 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $781,445 | 11,475 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $715,825 | 10,112 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $624,016 | 9,242 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $593,050 | 9,082 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $479,993 | 8,987 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $335,343 | 6,239 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $386,006 | 6,235 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $36,218 | 633 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $37,177 | 598 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $51,793 | 768 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $66,323 | 946 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $47,360 | 740 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $34,672 | 490 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $40,919 | 567 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $22,205 | 328 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||