Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$716,356
-$55,403 QoQ
Shares Held
8,921
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#610
of 1,281 holders
Holding Since
Dec 2021
10 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, 2026Lifeworks Advisors, LLC holds $18,258,197 across 10 Utilities - Regulated Electric names. XEL ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
92,809 | $8,882,749 | |
| 2 | EVRG |
Evergy, Inc.
|
69,437 | $6,001,439 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
8,921 | $716,356 | |
| 4 | ED |
Consolidated Edison Inc
|
5,914 | $654,265 | |
| 5 | FE |
Firstenergy Corp
|
9,372 | $445,544 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,666 | $364,735 | |
| 7 | NEE |
Nextera Energy Inc
|
3,794 | $332,999 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
3,067 | $328,169 |
All Filings in XEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,356 | 8,921 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $771,759 | 9,715 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $342,193 | 4,633 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $335,504 | 4,160 | Shares | Sole | 2025-11-12 | |
| 2023-03-31 | $304,154 | 4,510 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $326,712 | 4,660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $323,840 | 5,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $411,257 | 5,812 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $255,265 | 3,537 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $219,144 | 3,237 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||