Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,417,600
+$77,008 QoQ
Shares Held
67,467
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#291
of 1,281 holders
Holding Since
Sep 2020
24 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. XEL ranks #1 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in XEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,417,600 | 67,467 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,340,592 | 67,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,916,269 | 66,562 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,252,008 | 65,121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,377,536 | 64,281 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,830,659 | 54,113 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,618,435 | 68,401 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $753,366 | 11,537 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $505,205 | 9,459 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $173,451 | 3,227 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $211,051 | 3,409 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $230,081 | 4,021 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $288,468 | 4,640 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $354,801 | 5,261 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $368,357 | 5,254 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $335,808 | 5,247 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $370,853 | 5,241 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $376,438 | 5,216 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $352,717 | 5,210 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,875 | 126 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $8,300 | 126 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,313 | 125 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $200 | 3 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $552 | 8 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||