Geneos Wealth Management Inc.

Position in XEL — Xcel Energy Inc

CIK 1764754 ENGLEWOOD, CO

Position in XEL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,292,139

+$48,684 QoQ

Shares Held

40,998

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#356

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. XEL ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	125,697	$11,032,425
2	DUK	Duke Energy CORP	53,985	$6,833,421
3	XEL	Xcel Energy Inc This page	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc.	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,292,139	40,998	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$3,243,455	40,829	+47.2%	Shares	Sole	2026-05-05
2025-12-31	$2,048,654	27,737	-31.3%	Shares	Sole	2026-01-28
2025-09-30	$3,257,453	40,390	-4.9%	Shares	Sole	2025-10-22
2025-06-30	$2,892,207	42,470	+9.6%	Shares	Sole	2025-08-18
2025-03-31	$2,742,404	38,740	+75.3%	Shares	Sole	2025-05-08
2024-12-31	$1,492,124	22,099	+1.3%	Shares	Sole	2025-01-21
2024-09-30	$1,424,127	21,809	+4.5%	Shares	Sole	2024-11-14
2024-06-30	$1,114,613	20,869	+0.9%	Shares	Sole	2024-07-23
2024-03-31	$1,111,765	20,684	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$1,274,107	20,580	+0.9%	Shares	Sole	2024-01-26
2023-09-30	$1,167,173	20,398	+7.4%	Shares	Sole	2023-10-11
2023-06-30	$1,180,359	18,986	+590.1%	Shares	Sole	2023-08-08
2023-03-31	$185,527	2,751	-79.7%	Shares	Sole	2023-04-25
2022-12-31	$950,621	13,559	+0.6%	Shares	Sole	2023-01-31
2022-09-30	$862,528	13,477	-53.7%	Shares	Sole	2022-11-14
2022-06-30	$2,059,894	29,111	+42.2%	Shares	Sole	2022-07-22
2022-03-31	$1,477,680	20,475	-3.6%	Shares	Sole	2022-05-16
2021-12-31	$1,438,015	21,241	-3.9%	Shares	Sole	2022-02-09
2021-09-30	$1,381,812	22,109	+3.0%	Shares	Sole	2021-11-09
2021-06-30	$1,414,575	21,472	-3.3%	Shares	Sole	2021-07-08
2021-03-31	$1,477,120	22,209	-3.1%	Shares	Sole	2021-06-17
2020-12-31	$1,527,543	22,912	+1.7%	Shares	Sole	2021-05-19
2020-09-30	$1,554,036	22,519	-0.6%	Shares	Sole	2021-09-07
2020-06-30	$1,415,812	22,653	-5.6%	Shares	Sole	2021-09-07
2020-03-31	$1,446,898	23,995	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.