Bogart Wealth, LLC

Position in XEL — Xcel Energy Inc

CIK 1715740 MCLEAN, VA

Position in XEL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,218,777

+$191,179 QoQ

Shares Held

64,991

+2.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#298

of 1,278 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. XEL ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	125,886	$15,934,649
2	DTE	Dte Energy Co	89,506	$13,638,029
3	D	Dominion Energy, Inc	143,813	$9,820,989
4	XEL	Xcel Energy Inc This page	64,991	$5,218,777
5	AEP	American Electric Power Co Inc	3,167	$433,277
6	PEG	Public Service Enterprise Group Inc	4,112	$333,729
7	SO	Southern Co	2,780	$266,073
8	NEE	Nextera Energy Inc	1,861	$163,339

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,218,777	64,991	+2.7%	Shares	Sole	2026-07-24
2026-03-31	$5,027,598	63,288	+4.1%	Shares	Sole	2026-04-28
2025-12-31	$4,491,278	60,808	+1.5%	Shares	Sole	2026-01-30
2025-09-30	$4,832,709	59,922	+3.0%	Shares	Sole	2025-10-27
2025-06-30	$3,963,420	58,200	-16.9%	Shares	Sole	2025-07-30
2025-03-31	$4,959,122	70,054	-1.1%	Shares	Sole	2025-05-02
2024-12-31	$4,780,686	70,804	-2.8%	Shares	Sole	2025-01-30
2024-09-30	$4,758,802	72,876	-1.2%	Shares	Sole	2024-10-23
2024-06-30	$3,941,444	73,796	-4.1%	Shares	Sole	2024-07-31
2024-03-31	$4,136,116	76,951	-24.3%	Shares	Sole	2024-04-25
2023-12-31	$6,289,374	101,589	-1.3%	Shares	Sole	2024-02-07
2023-09-30	$5,888,567	102,911	+3.0%	Shares	Sole	2023-10-30
2023-06-30	$6,210,845	99,901	+4.7%	Shares	Sole	2023-07-31
2023-03-31	$6,432,494	95,381	+11.2%	Shares	Sole	2023-04-21
2022-12-31	$6,015,227	85,797	+21.7%	Shares	Sole	2023-02-06
2022-09-30	$4,511,360	70,490	+18.0%	Shares	Sole	2022-11-03
2022-06-30	$4,226,070	59,724	+17.1%	Shares	Sole	2022-07-22
2022-03-31	$3,679,659	50,986	+17.3%	Shares	Sole	2022-04-22
2021-12-31	$2,942,580	43,465	+25.6%	Shares	Sole	2022-01-19
2021-09-30	$2,162,312	34,597	+23.6%	Shares	Sole	2021-10-15
2021-06-30	$1,844,574	27,999	+29.0%	Shares	Sole	2021-08-06
2021-03-31	$1,443,599	21,705	+46.5%	Shares	Sole	2021-04-16
2020-12-31	$987,782	14,816	+13.0%	Shares	Sole	2021-01-14
2020-09-30	$904,721	13,110	—	Shares	Sole	2020-10-06
No filing history on record for this holder in this stock.