Position in XEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,669,918
+$125,764 QoQ
Shares Held
20,796
+7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#447
of 1,278 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. XEL ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in XEL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,669,918 | 20,796 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,544,154 | 19,438 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,578,683 | 21,374 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,510,715 | 31,131 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,092,868 | 16,048 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,045,477 | 28,895 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,954,704 | 28,950 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,878,550 | 28,768 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $518,824 | 9,714 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $996,955 | 18,548 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,248,415 | 20,165 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,416,252 | 24,751 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,581,231 | 25,434 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $983,410 | 14,582 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $979,016 | 13,964 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $891,136 | 13,924 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $862,069 | 12,183 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $892,526 | 12,367 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $790,939 | 11,683 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $651,312 | 10,421 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $667,166 | 10,127 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $727,419 | 10,937 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $166,687 | 2,667 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||