Ellenbecker Investment Group

Position in XEL — Xcel Energy Inc

CIK 1731497 WAUKESHA, WI

Position in XEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$240,337

+$9,644 QoQ

Shares Held

2,993

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#901

of 1,278 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellenbecker Investment Group holds $4,049,398 across 5 Utilities - Regulated Electric names. XEL ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	22,262	$2,599,533
2	LNT	Alliant Energy Corp	9,805	$748,023
3	MGEE	Mge Energy Inc	3,055	$249,104
4	XEL	Xcel Energy Inc This page	2,993	$240,337
5	DUK	Duke Energy CORP	1,678	$212,401

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,337	2,993	+3.1%	Shares	Sole	2026-07-27
2026-03-31	$230,693	2,904	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$214,194	2,900	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$233,643	2,897	-2.2%	Shares	Sole	2025-10-14
2025-03-31	$209,750	2,963	+1.2%	Shares	Sole	2025-04-15
2022-12-31	$205,352	2,929	-1.9%	Shares	Sole	2023-01-11
2022-06-30	$211,289	2,986	+0.2%	Shares	Sole	2022-07-05
2022-03-31	$215,066	2,980	+0.2%	Shares	Sole	2022-04-13
2021-12-31	$201,339	2,974	—	Shares	Sole	2022-01-04
No filing history on record for this holder in this stock.