Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$580,006
New position
Shares Held
7,223
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#659
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KINTRA WEALTH, LLC holds $8,714,890 across 16 Utilities - Regulated Electric names. XEL ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,233 | $1,688,080 | |
| 2 | SO |
Southern Co
|
8,368 | $800,901 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
9,648 | $783,031 | |
| 4 | DUK |
Duke Energy CORP
|
5,803 | $734,543 | |
| 5 | PPL |
PPL Corp
|
16,165 | $587,597 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
7,223 | $580,006 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,159 | $568,992 | |
| 8 | DTE |
Dte Energy Co
|
3,395 | $517,296 |
All Filings in XEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,006 | 7,223 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||