Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,636,811
-$115,705 QoQ
Shares Held
32,837
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#387
of 1,278 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. XEL ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
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|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in XEL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,636,811 | 32,837 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,752,516 | 34,649 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,537,829 | 34,360 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,652,981 | 32,895 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,088,354 | 30,666 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,191,820 | 16,836 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,054,527 | 15,618 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $252,906 | 3,873 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $296,425 | 4,788 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $239,923 | 4,193 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $229,282 | 3,688 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $242,918 | 3,602 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $335,686 | 4,788 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $202,560 | 3,165 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $223,955 | 3,165 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $228,923 | 3,172 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $214,270 | 3,165 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $208,510 | 3,165 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $210,504 | 3,165 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $205,994 | 2,985 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||