Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$252,543
+$4,135 QoQ
Shares Held
3,145
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#882
of 1,278 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026USAdvisors Wealth Management, LLC holds $252,543 across 1 Utilities - Regulated Electric name. XEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
3,145 | $252,543 |
All Filings in XEL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,543 | 3,145 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $248,408 | 3,127 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $229,556 | 3,108 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $254,289 | 3,153 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,425 | 3,134 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $220,440 | 3,114 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $218,562 | 3,237 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $219,408 | 3,360 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $217,365 | 4,044 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $249,063 | 4,023 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $229,051 | 4,003 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $247,685 | 3,984 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $267,534 | 3,967 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $277,004 | 3,951 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $251,776 | 3,934 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,437 | 4,260 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $306,289 | 4,244 | Shares | Sole | 2022-06-08 | |
| 2021-12-31 | $292,057 | 4,314 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $268,062 | 4,289 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $276,234 | 4,193 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $277,812 | 4,177 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $287,347 | 4,310 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $292,671 | 4,241 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $298,562 | 4,777 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $495,063 | 8,210 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||