N.E.W. Advisory Services LLC

Position in XEL — Xcel Energy Inc

CIK 1803456 DE PERE, WI

Position in XEL

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

Position Value

$189,186

+$2,582 QoQ

Shares Held

2,356

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#983

of 1,278 holders

Holding Since

Sep 2021

12 quarters on record

Utilities · as of Jun 30, 2026

N.E.W. Advisory Services LLC holds $7,243,115 across 21 Utilities - Regulated Electric names. XEL ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	42,320	$4,941,706
2	NEE	Nextera Energy Inc	5,494	$482,208
3	EIX	Edison International	5,968	$444,317
4	SO	Southern Co	2,868	$274,496
5	XEL	Xcel Energy Inc This page	2,356	$189,186
6	LNT	Alliant Energy Corp	2,134	$162,802
7	EXC	Exelon Corp	3,411	$159,020
8	DUK	Duke Energy CORP	999	$126,453

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,186	2,356	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$186,604	2,349	0.0%	Shares	Sole	2026-05-05
2025-12-31	$173,497	2,349	+2.2%	Shares	Sole	2026-01-28
2025-09-30	$185,333	2,298	-17.9%	Shares	Sole	2025-10-27
2025-06-30	$190,543	2,798	0.0%	Shares	Sole	2025-08-18
2025-03-31	$198,070	2,798	-32.0%	Shares	Sole	2025-05-07
2023-03-31	$277,583	4,116	0.0%	Shares	Sole	2023-05-10
2022-12-31	$288,572	4,116	0.0%	Shares	Sole	2023-02-13
2022-09-30	$263,424	4,116	0.0%	Shares	Sole	2022-11-14
2022-06-30	$291,248	4,116	+2.5%	Shares	Sole	2022-08-01
2021-12-31	$271,883	4,016	0.0%	Shares	Sole	2022-01-18
2021-09-30	$251,000	4,016	—	Shares	Sole	2021-10-13
No filing history on record for this holder in this stock.