Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$225,723
+$12,427 QoQ
Shares Held
2,811
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#923
of 1,281 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026XY Planning Network, Inc. holds $1,099,757 across 2 Utilities - Regulated Electric names. XEL ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,905 | $874,034 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
2,811 | $225,723 |
All Filings in XEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,723 | 2,811 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $213,296 | 2,685 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||