Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$102,462
+$1,097 QoQ
Shares Held
1,276
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,026
of 1,278 holders
Holding Since
Jun 2022
13 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, 2026IAG Wealth Partners, LLC holds $2,249,022 across 11 Utilities - Regulated Electric names. XEL ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
12,638 | $1,475,739 | |
| 2 | NEE |
Nextera Energy Inc
|
3,200 | $280,864 | |
| 3 | LNT |
Alliant Energy Corp
|
1,580 | $120,538 | |
| 4 | AEE |
Ameren Corp
|
1,019 | $115,187 | |
| 5 | XEL |
Xcel Energy Inc
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|
1,276 | $102,462 | |
| 6 | SO |
Southern Co
|
926 | $88,627 | |
| 7 | MGEE |
Mge Energy Inc
|
528 | $43,053 | |
| 8 | DUK |
Duke Energy CORP
|
136 | $17,214 |
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,462 | 1,276 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $101,365 | 1,276 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $94,245 | 1,276 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $102,909 | 1,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,895 | 1,276 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $90,328 | 1,276 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $86,155 | 1,276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $83,322 | 1,276 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $68,151 | 1,276 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $68,585 | 1,276 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $78,997 | 1,276 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $73,012 | 1,276 | Shares | Sole | 2023-10-24 | |
| 2022-06-30 | $1,769 | 25 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||