Position in XEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,696,024
+$351,133 QoQ
Shares Held
58,481
+6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#22
of 193 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $87,228,336 across 30 Utilities - Regulated Electric names. XEL ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
56,053 | $7,668,610 | |
| 2 | NEE |
Nextera Energy Inc
|
78,023 | $6,848,078 | |
| 3 | DUK |
Duke Energy CORP
|
42,686 | $5,403,193 | |
| 4 | DTE |
Dte Energy Co
|
33,731 | $5,139,592 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
58,481 | $4,696,024 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
39,313 | $4,590,579 | |
| 7 | AEE |
Ameren Corp
|
37,971 | $4,292,241 | |
| 8 | LNT |
Alliant Energy Corp
|
54,277 | $4,140,792 |
All Filings in XEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,696,024 | 58,481 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,344,891 | 54,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,541,291 | 47,946 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,820,088 | 34,967 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,446,375 | 21,239 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,539,045 | 21,741 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,285,513 | 19,039 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,399,379 | 21,430 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,633,170 | 30,578 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,142,152 | 39,854 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,635,570 | 42,571 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,688,481 | 46,985 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,970,606 | 47,782 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,062,989 | 45,418 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,632,139 | 37,543 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,974,720 | 30,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,780,180 | 25,158 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,533,107 | 21,243 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,333,013 | 19,690 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,318,375 | 21,094 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,300,405 | 19,739 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,275,794 | 19,182 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||