RDA Financial Network

Position in XEL — Xcel Energy Inc

CIK 1774086 AKRON, IA

Position in XEL

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

Position Value

$336,055

+$5,585 QoQ

Shares Held

4,185

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#785

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RDA Financial Network holds $2,643,330 across 6 Utilities - Regulated Electric names. XEL ranks #5 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,815	$736,062
2	PEG	Public Service Enterprise Group Inc	5,996	$486,635
3	WEC	Wec Energy Group, Inc.	3,540	$413,365
4	SO	Southern Co	4,038	$386,476
5	XEL	Xcel Energy Inc This page	4,185	$336,055
6	ETR	Entergy Corp /De/	2,479	$284,737

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,055	4,185	+0.6%	Shares	Sole	2026-07-06
2026-03-31	$330,470	4,160	+1.2%	Shares	Sole	2026-04-08
2025-12-31	$303,490	4,109	+1.3%	Shares	Sole	2026-01-06
2025-09-30	$327,277	4,058	-4.5%	Shares	Sole	2025-10-08
2025-06-30	$289,493	4,251	-10.5%	Shares	Sole	2025-07-07
2025-03-31	$336,181	4,749	-14.4%	Shares	Sole	2025-04-14
2024-12-31	$374,803	5,551	-7.5%	Shares	Sole	2025-01-15
2024-09-30	$391,800	6,000	-11.1%	Shares	Sole	2024-10-15
2024-06-30	$360,517	6,750	+25.1%	Shares	Sole	2024-07-10
2024-03-31	$290,088	5,397	0.0%	Shares	Sole	2024-04-11
2023-12-31	$334,128	5,397	0.0%	Shares	Sole	2024-01-12
2023-09-30	$308,816	5,397	-5.3%	Shares	Sole	2023-10-18
2023-06-30	$354,306	5,699	+0.7%	Shares	Sole	2023-07-13
2023-03-31	$381,575	5,658	-0.9%	Shares	Sole	2023-04-12
2022-12-31	$400,117	5,707	-1.2%	Shares	Sole	2023-01-10
2022-09-30	$369,856	5,779	0.0%	Shares	Sole	2022-10-11
2022-06-30	$408,922	5,779	0.0%	Shares	Sole	2022-07-13
2022-03-31	$417,070	5,779	-4.8%	Shares	Sole	2022-04-12
2021-12-31	$411,006	6,071	0.0%	Shares	Sole	2022-01-31
2021-09-30	$379,437	6,071	0.0%	Shares	Sole	2021-10-29
2021-06-30	$399,957	6,071	0.0%	Shares	Sole	2021-07-13
2021-03-31	$403,782	6,071	-1.6%	Shares	Sole	2021-05-06
2020-12-31	$411,287	6,169	+13.0%	Shares	Sole	2021-02-05
2020-09-30	$376,587	5,457	+9.1%	Shares	Sole	2020-10-13
2020-06-30	$312,562	5,001	0.0%	Shares	Sole	2020-07-14
2020-03-31	$301,560	5,001	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.