Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$75,883
+$22,659 QoQ
Shares Held
945
+41.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,054
of 1,278 holders
Holding Since
Sep 2025
4 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, 2026Lloyd Advisory Services, LLC. holds $1,310,451 across 21 Utilities - Regulated Electric names. XEL ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,360 | $298,728 | |
| 2 | FE |
Firstenergy Corp
|
4,768 | $226,670 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,616 | $188,700 | |
| 4 | NGG |
National Grid PLC
|
2,128 | $176,347 | |
| 5 | PPL |
PPL Corp
|
3,609 | $131,187 | |
| 6 | SO |
Southern Co
|
1,041 | $99,634 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
945 | $75,883 | |
| 8 | ES |
Eversource Energy
|
530 | $38,303 |
All Filings in XEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,883 | 945 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,224 | 670 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $208,211 | 2,819 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $207,431 | 2,572 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||