Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,282,792
+$35,108 QoQ
Shares Held
15,975
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#495
of 1,281 holders
Holding Since
Dec 2022
5 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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. XEL ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,792 | 15,975 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,247,684 | 15,706 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $218,625 | 2,960 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $237,514 | 2,945 | Shares | Sole | 2025-10-20 | |
| 2022-12-31 | $72,774 | 1,038 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||