ADVOCATE GROUP LLC

Position in XEL — Xcel Energy Inc

CIK 1853401 MINNETONKA, MN

Position in XEL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$7,567,953

+$1,778,605 QoQ

Shares Held

94,246

+29.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#253

of 1,278 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $51,908,855 across 7 Utilities - Regulated Electric names. XEL ranks #5 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	127,851	$11,050,161
2	DUK	Duke Energy CORP	78,306	$9,911,973
3	SO	Southern Co	101,592	$9,723,370
4	D	Dominion Energy, Inc	123,422	$8,428,488
5	XEL	Xcel Energy Inc This page	94,246	$7,567,953
6	NEE	Nextera Energy Inc	53,482	$4,694,115
7	CNP	Centerpoint Energy Inc	12,098	$532,795

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,567,953	94,246	+29.3%	Shares	Sole	2026-07-17
2026-03-31	$5,789,348	72,877	+11.8%	Shares	Sole	2026-04-13
2025-12-31	$4,814,047	65,178	+1943.8%	Shares	Sole	2026-01-20
2025-09-30	$257,192	3,189	+10.8%	Shares	Sole	2025-10-20
2025-03-31	$203,662	2,877	-78.4%	Shares	Sole	2025-04-22
2023-12-31	$824,641	13,320	-1.0%	Shares	Sole	2024-01-19
2023-09-30	$769,780	13,453	-10.4%	Shares	Sole	2023-10-17
2023-06-30	$933,917	15,022	+1.7%	Shares	Sole	2023-07-20
2023-03-31	$996,628	14,778	-1.0%	Shares	Sole	2023-04-19
2022-12-31	$1,047,022	14,934	+10.0%	Shares	Sole	2023-01-18
2022-09-30	$869,184	13,581	0.0%	Shares	Sole	2022-10-19
2022-06-30	$960,991	13,581	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.