Midwest Professional Planners, LTD.

Position in XEL — Xcel Energy Inc

CIK 1730575 WAUSAU, WI

Position in XEL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,239,591

+$157,539 QoQ

Shares Held

15,437

+13.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#501

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Midwest Professional Planners, LTD. holds $5,554,754 across 5 Utilities - Regulated Electric names. XEL ranks #4 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	20,906	$1,427,670
2	AEP	American Electric Power Co Inc	9,848	$1,347,304
3	OGE	Oge Energy Corp.	25,756	$1,253,286
4	XEL	Xcel Energy Inc This page	15,437	$1,239,591
5	WEC	Wec Energy Group, Inc.	2,457	$286,903

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,239,591	15,437	+13.3%	Shares	Sole	2026-08-05
2026-03-31	$1,082,052	13,621	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$1,001,984	13,566	+5.4%	Shares	Sole	2026-02-06
2025-09-30	$1,037,723	12,867	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$873,178	12,822	+16.9%	Shares	Sole	2025-08-11
2025-03-31	$776,141	10,964	+23.1%	Shares	Sole	2025-05-02
2024-12-31	$601,535	8,909	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$582,410	8,919	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$475,829	8,909	-7.7%	Shares	Sole	2024-08-06
2024-03-31	$518,902	9,654	+14.0%	Shares	Sole	2024-05-09
2023-12-31	$524,068	8,465	+6.0%	Shares	Sole	2024-02-15
2023-09-30	$456,787	7,983	+5.2%	Shares	Sole	2023-11-13
2023-06-30	$471,745	7,588	+6.5%	Shares	Sole	2023-08-07
2023-03-31	$480,644	7,127	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$484,389	6,909	+2.9%	Shares	Sole	2023-02-10
2022-09-30	$429,696	6,714	+6.8%	Shares	Sole	2022-11-10
2022-06-30	$444,938	6,288	+3.3%	Shares	Sole	2022-08-09
2022-03-31	$439,370	6,088	+3.7%	Shares	Sole	2022-05-11
2021-12-31	$397,331	5,869	+4.6%	Shares	Sole	2022-02-10
2021-09-30	$350,750	5,612	+0.2%	Shares	Sole	2021-11-08
2021-06-30	$369,125	5,603	-43.8%	Shares	Sole	2021-08-10
2021-03-31	$663,304	9,973	+73.9%	Shares	Sole	2021-05-17
2020-12-31	$382,285	5,734	-46.8%	Shares	Sole	2021-03-11
2020-09-30	$743,720	10,777	+5.2%	Shares	Sole	2020-11-06
2020-06-30	$640,312	10,245	+2.7%	Shares	Sole	2020-08-14
2020-03-31	$601,371	9,973	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.