Western Wealth Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1767902 GOLDEN, CO

Position in XEL

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

Position Value

$1,469,650

-$27,476 QoQ

Shares Held

18,302

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#475

of 1,278 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. XEL ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	38,790	$3,404,597
2	SO	Southern Co	23,485	$2,247,748
3	AEP	American Electric Power Co Inc	14,370	$1,965,959
4	ED	Consolidated Edison Inc	15,139	$1,674,827
5	XEL	Xcel Energy Inc This page	18,302	$1,469,650
6	DUK	Duke Energy CORP	10,480	$1,326,558
7	EIX	Edison International	11,943	$889,156
8	ETR	Entergy Corp /De/	5,572	$639,999

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,469,650	18,302	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$1,497,126	18,846	-3.3%	Shares	Sole	2026-05-19
2025-12-31	$1,439,383	19,488	+40.9%	Shares	Sole	2026-02-05
2025-09-30	$1,115,389	13,830	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$942,844	13,845	-2.3%	Shares	Sole	2025-08-11
2025-03-31	$1,003,165	14,171	-4.9%	Shares	Sole	2025-04-23
2024-12-31	$1,005,777	14,896	-2.9%	Shares	Sole	2025-04-16
2024-09-30	$1,001,571	15,338	-9.2%	Shares	Sole	2024-11-12
2024-06-30	$901,721	16,883	-1.7%	Shares	Sole	2024-07-19
2024-03-31	$923,371	17,179	-18.1%	Shares	Sole	2024-05-03
2023-12-31	$1,298,376	20,972	+18.1%	Shares	Sole	2024-01-31
2023-09-30	$1,016,398	17,763	+7.7%	Shares	Sole	2023-11-08
2023-06-30	$1,024,996	16,487	+4.4%	Shares	Sole	2023-08-30
2023-03-31	$1,064,675	15,787	+7.8%	Shares	Sole	2023-08-30
2022-12-31	$1,026,550	14,642	-15.8%	Shares	Sole	2023-02-03
2022-09-30	$1,113,216	17,394	+4.2%	Shares	Sole	2022-11-07
2022-06-30	$1,181,338	16,695	+4.2%	Shares	Sole	2022-07-18
2022-03-31	$1,156,812	16,029	+35.1%	Shares	Sole	2022-05-10
2021-12-31	$803,125	11,863	-22.2%	Shares	Sole	2022-02-14
2021-06-30	$1,004,801	15,252	+5.1%	Shares	Sole	2021-08-09
2021-03-31	$964,860	14,507	-1.5%	Shares	Sole	2021-05-14
2020-12-31	$982,182	14,732	-6.8%	Shares	Sole	2021-02-10
2020-09-30	$1,090,358	15,800	-5.5%	Shares	Sole	2020-10-27
2020-06-30	$1,044,687	16,715	+12.8%	Shares	Sole	2020-07-20
2020-03-31	$893,585	14,819	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.