Position in XEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$263,223
+$3,137 QoQ
Shares Held
3,278
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#869
of 1,278 holders
Holding Since
Jun 2025
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, 2026ARS Wealth Advisors Group, LLC holds $32,804,068 across 8 Utilities - Regulated Electric names. XEL ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
147,127 | $18,623,335 | |
| 2 | SO |
Southern Co
|
110,226 | $10,549,730 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,394 | $1,148,383 | |
| 4 | NEE |
Nextera Energy Inc
|
11,278 | $989,870 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,675 | $662,669 | |
| 6 | EIX |
Edison International
|
4,465 | $332,419 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
3,278 | $263,223 | |
| 8 | D |
Dominion Energy, Inc
|
3,433 | $234,439 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,223 | 3,278 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $260,086 | 3,274 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $241,448 | 3,269 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $263,402 | 3,266 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $222,074 | 3,261 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||