Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,054,981
+$16,701 QoQ
Shares Held
13,138
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#542
of 1,281 holders
Holding Since
Mar 2020
26 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, 2026HighMark Wealth Management LLC holds $1,150,324 across 7 Utilities - Regulated Electric names. XEL ranks #1 (91.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
13,138 | $1,054,981 | |
| 2 | SO |
Southern Co
|
623 | $59,627 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
100 | $11,677 | |
| 4 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 5 | ETR |
Entergy Corp /De/
|
68 | $7,810 | |
| 6 | CNP |
Centerpoint Energy Inc
|
91 | $4,007 | |
| 7 | KEP |
Korea Electric Power Corp
|
100 | $1,210 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,981 | 13,138 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,038,280 | 13,070 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $960,253 | 13,001 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,043,369 | 12,937 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $876,106 | 12,865 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $524,058 | 7,403 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $500,930 | 7,419 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $850,728 | 13,028 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $614,268 | 11,501 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $611,137 | 11,370 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $427,860 | 6,911 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $393,273 | 6,873 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $443,893 | 7,140 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $481,386 | 7,138 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $500,304 | 7,136 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $456,576 | 7,134 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $504,660 | 7,132 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $517,098 | 7,165 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $556,697 | 8,223 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $518,500 | 8,296 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $546,408 | 8,294 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $551,434 | 8,291 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $550,894 | 8,263 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $570,091 | 8,261 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $512,750 | 8,204 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $494,580 | 8,202 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||