WEALTH ALLIANCE, LLC

Position in XEL — Xcel Energy Inc

CIK 1793904 MELLVILLE, NY

Position in XEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$973,958

-$332,591 QoQ

Shares Held

12,129

-26.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#548

of 1,281 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. XEL ranks #7 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	30,300	$2,659,431
2	WEC	Wec Energy Group, Inc.	22,729	$2,654,065
3	DUK	Duke Energy CORP	18,450	$2,335,401
4	NGG	National Grid PLC	22,309	$1,848,746
5	FE	Firstenergy Corp	37,597	$1,787,361
6	PPL	PPL Corp	34,332	$1,247,968
7	XEL	Xcel Energy Inc This page	12,129	$973,958
8	SO	Southern Co	7,678	$734,861

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$973,958	12,129	-26.3%	Shares	Defined	2026-08-11
2026-03-31	$1,306,549	16,447	-24.6%	Shares	Defined	2026-05-14
2025-12-31	$1,610,443	21,804	-7.9%	Shares	Defined	2026-02-13
2025-09-30	$1,909,711	23,679	+3.2%	Shares	Defined	2025-11-07
2025-06-30	$1,563,099	22,953	-1.6%	Shares	Defined	2025-08-08
2025-03-31	$1,652,097	23,338	-1.4%	Shares	Defined	2025-05-05
2024-12-31	$1,598,400	23,673	-1.9%	Shares	Defined	2025-02-03
2024-09-30	$1,575,231	24,123	+0.1%	Shares	Defined	2024-11-04
2024-06-30	$1,286,860	24,094	+140.2%	Shares	Defined	2024-08-09
2024-03-31	$539,220	10,032	-24.6%	Shares	Defined	2024-05-10
2023-12-31	$823,712	13,305	+88.9%	Shares	Defined	2024-01-30
2023-09-30	$403,000	7,043	+62.9%	Shares	Defined	2023-11-09
2023-06-30	$268,823	4,324	-10.6%	Shares	Defined	2023-08-02
2023-03-31	$326,072	4,835	+2.0%	Shares	Defined	2023-05-11
2022-12-31	$332,391	4,741	+4.2%	Shares	Defined	2023-02-13
2022-09-30	$291,072	4,548	+2.6%	Shares	Defined	2022-11-14
2022-06-30	$313,607	4,432	-5.4%	Shares	Defined	2022-10-11
2022-03-31	$337,972	4,683	+10.9%	Shares	Defined	2022-05-10
2021-12-31	$285,964	4,224	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$254,062	4,065	+1.3%	Shares	Defined	2021-11-12
2021-06-30	$264,442	4,014	-1.1%	Shares	Defined	2021-08-16
2020-12-31	$270,546	4,058	+4.9%	Shares	Defined	2021-02-11
2020-09-30	$266,861	3,867	+0.6%	Shares	Defined	2020-12-01
2020-06-30	$240,187	3,843	+4.3%	Shares	Defined	2020-08-14
2020-03-31	$222,145	3,684	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.