Position in XEL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$236,965
-$5,406 QoQ
Shares Held
2,951
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#906
of 1,281 holders
Holding Since
Dec 2020
21 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, 2026Accel Wealth Management holds $2,969,082 across 7 Utilities - Regulated Electric names. XEL ranks #7 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,097 | $798,443 | |
| 2 | LNT |
Alliant Energy Corp
|
8,972 | $684,473 | |
| 3 | DUK |
Duke Energy CORP
|
3,303 | $418,093 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,313 | $316,441 | |
| 5 | OGE |
Oge Energy Corp.
|
5,632 | $274,053 | |
| 6 | SO |
Southern Co
|
2,514 | $240,614 | |
| 7 | XEL |
Xcel Energy Inc
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|
2,951 | $236,965 |
All Filings in XEL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,965 | 2,951 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $242,371 | 3,051 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $267,225 | 3,618 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $314,212 | 3,896 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $243,117 | 3,570 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $235,376 | 3,325 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $250,634 | 3,712 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $240,891 | 3,689 | Shares | Sole | 2024-10-15 | |
| 2023-12-31 | $235,877 | 3,810 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $215,891 | 3,773 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $234,318 | 3,769 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $257,216 | 3,814 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $266,137 | 3,796 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $246,464 | 3,851 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $271,152 | 3,832 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $275,328 | 3,815 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $257,124 | 3,798 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $236,250 | 3,780 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $247,840 | 3,762 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $249,345 | 3,749 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $249,012 | 3,735 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||