DHJJ Financial Advisors, Ltd.

Position in XEL — Xcel Energy Inc

CIK 1844716 NAPERVILLE, IL

Position in XEL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$18,870

+$202 QoQ

Shares Held

235

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,159

of 1,278 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

DHJJ Financial Advisors, Ltd. holds $137,103 across 9 Utilities - Regulated Electric names. XEL ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	324	$41,011
2	ETR	Entergy Corp /De/	166	$19,066
3	XEL	Xcel Energy Inc This page	235	$18,870
4	ED	Consolidated Edison Inc	153	$16,926
5	PEG	Public Service Enterprise Group Inc	195	$15,826
6	WEC	Wec Energy Group, Inc.	112	$13,078
7	NEE	Nextera Energy Inc	136	$11,936
8	D	Dominion Energy, Inc	3	$204

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,870	235	0.0%	Shares	Sole	2026-07-24
2026-03-31	$18,668	235	0.0%	Shares	Sole	2026-04-09
2025-12-31	$17,357	235	0.0%	Shares	Sole	2026-01-23
2025-09-30	$18,952	235	0.0%	Shares	Sole	2025-10-20
2025-06-30	$16,003	235	0.0%	Shares	Sole	2025-07-21
2025-03-31	$16,635	235	0.0%	Shares	Sole	2025-04-18
2024-12-31	$15,867	235	0.0%	Shares	Sole	2025-01-30
2024-09-30	$15,345	235	0.0%	Shares	Sole	2024-10-22
2024-06-30	$12,551	235	0.0%	Shares	Sole	2024-07-12
2024-03-31	$12,631	235	0.0%	Shares	Sole	2024-04-11
2023-12-31	$14,548	235	0.0%	Shares	Sole	2024-01-30
2023-09-30	$13,446	235	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.