Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$482,603
+$15,576 QoQ
Shares Held
6,010
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#686
of 1,278 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. XEL ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in XEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,603 | 6,010 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $467,027 | 5,879 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $416,348 | 5,637 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $435,268 | 5,397 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $380,406 | 5,586 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $505,440 | 7,140 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $463,659 | 6,867 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $436,334 | 6,682 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $357,045 | 6,685 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $310,997 | 5,786 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $392,014 | 6,332 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $397,221 | 6,942 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $428,537 | 6,893 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $488,063 | 7,237 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,531,090 | 50,365 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,275,200 | 51,175 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,151,186 | 72,798 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $452,866 | 6,275 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $429,488 | 6,344 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $383,812 | 6,141 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $407,204 | 6,181 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $425,530 | 6,398 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||