Position in XEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,856,592
+$27,734 QoQ
Shares Held
35,574
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#370
of 1,278 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $12,681,324 across 9 Utilities - Regulated Electric names. XEL ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
130,599 | $6,208,676 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
35,574 | $2,856,592 | |
| 3 | NEE |
Nextera Energy Inc
|
11,841 | $1,039,284 | |
| 4 | SO |
Southern Co
|
6,267 | $599,814 | |
| 5 | AEE |
Ameren Corp
|
5,080 | $574,243 | |
| 6 | D |
Dominion Energy, Inc
|
6,450 | $440,470 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,479 | $406,242 | |
| 8 | EXC |
Exelon Corp
|
7,064 | $329,323 |
All Filings in XEL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,856,592 | 35,574 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,828,858 | 35,610 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,676,834 | 36,242 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,053,570 | 37,862 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,482,040 | 36,447 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,600,116 | 36,730 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,580,411 | 38,217 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,750,170 | 26,802 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,413,335 | 26,462 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,417,118 | 26,365 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,608,297 | 25,978 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,458,308 | 25,486 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,565,627 | 25,183 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,254,384 | 18,600 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,261,138 | 17,988 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,047,360 | 16,365 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,156,713 | 16,347 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,188,279 | 16,465 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,131,537 | 16,714 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,034,937 | 16,559 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,025,356 | 15,564 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $661,175 | 9,941 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $646,432 | 9,696 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||