Financial Gravity Asset Management, Inc.

Position in XEL — Xcel Energy Inc

CIK 1741736 Lakeway, TX

Position in XEL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$369,554

+$83,938 QoQ

Shares Held

4,652

+20.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. XEL ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,970	$554,493
2	XEL	Xcel Energy Inc This page	4,652	$369,554
3	PNW	Pinnacle West Capital Corp	1,085	$109,313
4	D	Dominion Energy, Inc	1,757	$108,617
5	SO	Southern Co	1,087	$104,917
6	ED	Consolidated Edison Inc	600	$67,908
7	DUK	Duke Energy CORP	134	$17,545
8	EIX	Edison International	200	$14,636

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$369,554	4,652	+20.3%	Shares	Sole	2026-05-08
2025-12-31	$285,616	3,867	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$314,051	3,894	-16.3%	Shares	Sole	2025-11-14
2025-03-31	$329,315	4,652	+77433.3%	Shares	Sole	2025-04-30
2024-03-31	$322	6	+50.0%	Shares	Sole	2024-06-26
2023-12-31	$247	4	0.0%	Shares	Sole	2024-06-26
2023-09-30	$228	4	-93.5%	Shares	Sole	2023-11-16
2023-06-30	$675	62	-11.4%	Shares	Sole	2023-08-09
2022-12-31	$795	70	-83.8%	Shares	Sole	2023-02-15
2022-03-31	$31,176	432	+5.9%	Shares	Sole	2022-05-13
2021-12-31	$27,618	408	+8060.0%	Shares	Sole	2022-02-11
2021-09-30	$312	5	0.0%	Shares	Sole	2021-11-12
2021-06-30	$329	5	-61.5%	Shares	Sole	2021-08-11
2021-03-31	$864	13	0.0%	Shares	Sole	2021-05-17
2020-12-31	$866	13	-88.3%	Shares	Sole	2021-02-16
2020-03-31	$6,693	111	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.