Claro Advisors Inc.

Position in XEL — Xcel Energy Inc

CIK 1764386 BOSTON, MA

Position in XEL

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

Position Value

$367,854

+$2,907 QoQ

Shares Held

4,581

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#766

of 1,281 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. XEL ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	12,994	$1,777,709
2	DUK	Duke Energy CORP	12,181	$1,541,870
3	SO	Southern Co	9,987	$955,855
4	ES	Eversource Energy	10,661	$770,470
5	NEE	Nextera Energy Inc	4,855	$426,123
6	XEL	Xcel Energy Inc This page	4,581	$367,854
7	EIX	Edison International	4,739	$352,818
8	PCG	PG&E Corp	12,870	$216,473

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,854	4,581	-0.3%	Shares	Sole	2026-07-30
2026-03-31	$364,947	4,594	+1.4%	Shares	Sole	2026-04-21
2025-12-31	$334,659	4,531	0.0%	Shares	Sole	2026-02-17
2025-09-30	$365,425	4,531	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$308,493	4,530	-14.8%	Shares	Sole	2025-08-05
2025-03-31	$376,461	5,318	+1.8%	Shares	Sole	2025-05-12
2024-12-31	$352,656	5,223	-84.3%	Shares	Sole	2025-01-13
2024-09-30	$2,178,669	33,364	+23.1%	Shares	Sole	2024-11-07
2024-06-30	$1,447,464	27,101	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$1,447,917	26,938	-6.1%	Shares	Sole	2024-04-18
2023-12-31	$1,775,269	28,675	+0.4%	Shares	Sole	2024-01-22
2023-09-30	$1,634,603	28,567	+2.8%	Shares	Sole	2023-10-10
2023-06-30	$1,728,263	27,799	-6.4%	Shares	Sole	2023-08-08
2023-03-31	$2,003,372	29,706	-1.0%	Shares	Sole	2023-04-17
2022-12-31	$2,104,772	30,021	—	Shares	Sole	2023-03-13
No filing history on record for this holder in this stock.