Position in XEL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$768,872
+$51,053 QoQ
Shares Held
9,575
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#592
of 1,278 holders
Holding Since
Jun 2023
12 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, 2026Wedmont Private Capital holds $16,620,841 across 23 Utilities - Regulated Electric names. XEL ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,365 | $2,226,286 | |
| 2 | DUK |
Duke Energy CORP
|
17,219 | $2,179,581 | |
| 3 | SO |
Southern Co
|
18,489 | $1,769,582 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,370 | $1,281,909 | |
| 5 | ED |
Consolidated Edison Inc
|
10,397 | $1,150,220 | |
| 6 | D |
Dominion Energy, Inc
|
11,921 | $814,085 | |
| 7 | ETR |
Entergy Corp /De/
|
6,927 | $795,635 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
9,575 | $768,872 |
All Filings in XEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,872 | 9,575 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $717,819 | 9,036 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $657,944 | 8,908 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $728,188 | 9,029 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $577,828 | 8,485 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $575,947 | 8,136 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $500,795 | 7,417 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $356,799 | 5,464 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $265,981 | 4,980 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $212,312 | 3,950 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $324,284 | 5,238 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $255,891 | 4,116 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||