Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$116,435
+$1,247 QoQ
Shares Held
1,450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#1,019
of 1,277 holders
Holding Since
Dec 2020
20 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, 2026IFS Advisors, LLC holds $680,944 across 13 Utilities - Regulated Electric names. XEL ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,725 | $151,403 | |
| 2 | LNT |
Alliant Energy Corp
|
1,553 | $118,478 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
1,450 | $116,435 | |
| 4 | AEP |
American Electric Power Co Inc
|
759 | $103,838 | |
| 5 | ED |
Consolidated Edison Inc
|
332 | $36,729 | |
| 6 | SO |
Southern Co
|
348 | $33,307 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
328 | $26,620 | |
| 8 | EIX |
Edison International
|
352 | $26,206 |
All Filings in XEL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,435 | 1,450 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $115,188 | 1,450 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $69,576 | 942 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $77,101 | 956 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $65,103 | 956 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $81,833 | 1,156 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $78,053 | 1,156 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $62,426 | 956 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $51,059 | 956 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $51,385 | 956 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $59,185 | 956 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $54,702 | 956 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $59,434 | 956 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $64,472 | 956 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $67,025 | 956 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $61,184 | 956 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $67,646 | 956 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $68,994 | 956 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $64,721 | 956 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $63,736 | 956 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||