Position in XEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$366,248
+$3,923 QoQ
Shares Held
4,561
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#767
of 1,281 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. XEL ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
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|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in XEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,248 | 4,561 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $362,325 | 4,561 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $341,380 | 4,622 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $382,684 | 4,745 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $323,134 | 4,745 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $335,898 | 4,745 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $360,894 | 5,345 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $349,028 | 5,345 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $285,476 | 5,345 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $287,293 | 5,345 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $321,622 | 5,195 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $297,257 | 5,195 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $322,973 | 5,195 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $350,350 | 5,195 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $255,971 | 3,651 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $46,560 | 658 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $47,487 | 658 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $44,208 | 653 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $37,500 | 600 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $39,528 | 600 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $40,371 | 607 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $40,468 | 607 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||