Position in XEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$43,281
-$7,163 QoQ
Shares Held
539
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,097
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026Tower View Wealth Management LLC holds $689,804 across 7 Utilities - Regulated Electric names. XEL ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
|
3,534 | $288,162 | |
| 2 | NEE |
Nextera Energy Inc
|
2,610 | $229,079 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
694 | $56,325 | |
| 4 | ETR |
Entergy Corp /De/
|
413 | $47,437 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
539 | $43,281 | |
| 6 | SO |
Southern Co
|
197 | $18,854 | |
| 7 | EXC |
Exelon Corp
|
143 | $6,666 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,281 | 539 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $50,444 | 635 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $46,605 | 631 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $42,502 | 527 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $35,616 | 523 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $36,740 | 519 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $34,772 | 515 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $33,303 | 510 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $26,972 | 505 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $26,875 | 500 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $60,857 | 983 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $54,416 | 951 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $58,688 | 944 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $63,191 | 937 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $65,202 | 930 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $59,072 | 923 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $64,816 | 916 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $66,107 | 916 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $62,013 | 916 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $57,250 | 916 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $60,346 | 916 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $65,977 | 992 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $61,069 | 916 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $63,213 | 916 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $57,250 | 916 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $55,234 | 916 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||