Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$858,166
+$290,479 QoQ
Shares Held
10,687
+39.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#574
of 1,278 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFG Advisory, LLC holds $24,443,019 across 26 Utilities - Regulated Electric names. XEL ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,679 | $10,975,927 | |
| 2 | DUK |
Duke Energy CORP
|
47,743 | $6,043,308 | |
| 3 | NEE |
Nextera Energy Inc
|
31,963 | $2,805,392 | |
| 4 | XEL |
Xcel Energy Inc
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|
10,687 | $858,166 | |
| 5 | ETR |
Entergy Corp /De/
|
7,308 | $839,396 | |
| 6 | EVRG |
Evergy, Inc.
|
6,667 | $576,228 | |
| 7 | CNP |
Centerpoint Energy Inc
|
10,761 | $473,914 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,198 | $437,518 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,166 | 10,687 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $567,687 | 7,686 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $616,085 | 7,639 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||