Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$965,607
+$10,341 QoQ
Shares Held
12,025
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#548
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, 2026Townsend & Associates, Inc holds $5,036,166 across 2 Utilities - Regulated Electric names. XEL ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
32,158 | $4,070,559 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
12,025 | $965,607 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,607 | 12,025 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $955,266 | 12,025 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $626,775 | 8,486 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $684,395 | 8,486 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $577,896 | 8,486 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $435,216 | 6,148 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $415,112 | 6,148 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $401,464 | 6,148 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $328,364 | 6,148 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $330,455 | 6,148 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $380,189 | 6,141 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $351,044 | 6,135 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $381,039 | 6,129 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $412,935 | 6,123 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $428,932 | 6,118 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $391,232 | 6,113 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,730,152 | 24,451 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,755,679 | 24,327 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,638,407 | 24,201 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,504,312 | 24,069 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,577,628 | 23,947 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,582,472 | 23,793 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,565,811 | 23,486 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,611,245 | 23,348 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,449,625 | 23,194 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,389,372 | 23,041 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||