Position in XEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$368,737
+$3,949 QoQ
Shares Held
4,592
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#765
of 1,281 holders
Holding Since
Sep 2020
24 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, 2026Affiance Financial, LLC holds $623,203 across 2 Utilities - Regulated Electric names. XEL ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
4,592 | $368,737 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,860 | $254,466 |
All Filings in XEL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,737 | 4,592 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $364,788 | 4,592 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $339,165 | 4,592 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $483,012 | 5,989 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $413,162 | 6,067 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $429,482 | 6,067 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $416,395 | 6,167 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $425,756 | 6,520 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $345,936 | 6,477 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $362,920 | 6,752 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $418,016 | 6,752 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $408,608 | 7,141 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $445,261 | 7,162 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $473,766 | 7,025 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $505,913 | 7,216 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $454,464 | 7,101 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $479,257 | 6,773 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $495,663 | 6,868 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $464,963 | 6,868 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $429,250 | 6,868 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $461,489 | 7,005 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $465,902 | 7,005 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $280,680 | 4,210 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $286,184 | 4,147 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||