Position in XEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$225,000
-$28,969 QoQ
Shares Held
2,802
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#925
of 1,278 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,908,867 across 7 Utilities - Regulated Electric names. XEL ranks #6 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
3,718 | $411,322 | |
| 2 | EIX |
Edison International
|
3,875 | $288,493 | |
| 3 | NGG |
National Grid PLC
|
3,403 | $282,006 | |
| 4 | NEE |
Nextera Energy Inc
|
3,046 | $267,347 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,856 | $231,792 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
2,802 | $225,000 | |
| 7 | DUK |
Duke Energy CORP
|
1,603 | $202,907 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,000 | 2,802 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $253,969 | 3,197 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $235,834 | 3,193 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||