Foundations Investment Advisors, LLC

Endowment

Position in XEL — Xcel Energy Inc

CIK 1743404 PHOENIX, AZ

Position in XEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,929,127

+$85,643 QoQ

Shares Held

24,024

+3.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#434

of 1,278 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. XEL ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	347,316	$33,241,613
2	PEG	Public Service Enterprise Group Inc	261,886	$21,254,667
3	DUK	Duke Energy CORP	28,782	$3,643,225
4	NEE	Nextera Energy Inc	39,939	$3,505,446
5	WEC	Wec Energy Group, Inc.	28,472	$3,324,675
6	XEL	Xcel Energy Inc This page	24,024	$1,929,127
7	ED	Consolidated Edison Inc	16,040	$1,774,505
8	AEP	American Electric Power Co Inc	10,312	$1,410,784

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,929,127	24,024	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$1,843,484	23,206	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$1,711,188	23,168	+75.2%	Shares	Sole	2026-02-10
2025-09-30	$1,066,354	13,222	+137.7%	Shares	Sole	2025-11-03
2025-06-30	$378,772	5,562	+40.2%	Shares	Sole	2025-08-08
2025-03-31	$280,753	3,966	-64.8%	Shares	Sole	2025-05-07
2024-06-30	$601,289	11,258	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$590,390	10,984	-1.9%	Shares	Sole	2024-05-13
2023-12-31	$693,515	11,202	+8.9%	Shares	Sole	2024-02-08
2023-09-30	$588,793	10,290	+1.7%	Shares	Sole	2023-10-05
2023-06-30	$628,787	10,114	+0.9%	Shares	Sole	2023-07-19
2023-03-31	$676,288	10,028	-18.2%	Shares	Sole	2023-04-25
2022-12-31	$859,478	12,259	-6.7%	Shares	Sole	2023-01-11
2022-09-30	$841,024	13,141	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.