Wellspring Financial Advisors, LLC

Position in XEL — Xcel Energy Inc

CIK 1811308 CLEVELAND, OH

Position in XEL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$237,286

+$2,462 QoQ

Shares Held

2,955

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#904

of 1,278 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $3,277,912 across 5 Utilities - Regulated Electric names. XEL ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,668	$1,638,490
2	AEE	Ameren Corp	6,259	$707,517
3	D	Dominion Energy, Inc	6,939	$473,864
4	XEL	Xcel Energy Inc This page	2,955	$237,286
5	DUK	Duke Energy CORP	1,744	$220,755

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,286	2,955	-0.0%	Shares	Sole	2026-07-20
2026-03-31	$234,824	2,956	-21.3%	Shares	Sole	2026-05-15
2025-12-31	$277,418	3,756	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.