Tradition Wealth Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1843010 EDINA, MN

Position in XEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,457,983

-$13,633 QoQ

Shares Held

30,610

-1.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#395

of 1,278 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $4,768,348 across 6 Utilities - Regulated Electric names. XEL ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc This page	30,610	$2,457,983
2	SO	Southern Co	7,167	$685,953
3	NEE	Nextera Energy Inc	7,651	$671,528
4	AEP	American Electric Power Co Inc	2,870	$392,644
5	DUK	Duke Energy CORP	2,676	$338,728
6	WEC	Wec Energy Group, Inc.	1,897	$221,512

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,457,983	30,610	-1.6%	Shares	Sole	2026-08-11
2026-03-31	$2,471,616	31,113	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$2,279,098	30,857	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$2,481,923	30,774	+12.0%	Shares	Sole	2025-11-13
2025-06-30	$1,871,796	27,486	+0.6%	Shares	Sole	2025-08-12
2025-03-31	$1,934,053	27,321	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$1,839,514	27,244	+14.9%	Shares	Sole	2025-02-13
2024-09-30	$1,548,720	23,717	+6.9%	Shares	Sole	2024-11-14
2024-06-30	$1,184,687	22,181	-21.4%	Shares	Sole	2024-08-12
2024-03-31	$1,516,771	28,219	-24.5%	Shares	Sole	2024-05-13
2023-12-31	$2,313,638	37,371	+161.3%	Shares	Sole	2024-02-12
2023-09-30	$818,360	14,302	+21.8%	Shares	Sole	2023-11-13
2023-06-30	$729,937	11,741	-2.2%	Shares	Sole	2023-08-14
2023-03-31	$809,617	12,005	+8.3%	Shares	Sole	2023-05-12
2022-12-31	$777,239	11,086	-2.1%	Shares	Sole	2023-02-03
2022-09-30	$725,056	11,329	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$799,658	11,301	+3.4%	Shares	Sole	2022-08-02
2022-03-31	$788,818	10,930	+0.3%	Shares	Sole	2022-05-11
2021-12-31	$737,659	10,896	+7.7%	Shares	Sole	2022-02-14
2021-09-30	$632,125	10,114	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$664,729	10,090	+0.2%	Shares	Sole	2021-08-09
2021-03-31	$669,556	10,067	+3.5%	Shares	Sole	2021-05-14
2020-12-31	$648,499	9,727	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.