Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,718,693
+$53,173 QoQ
Shares Held
46,310
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#344
of 1,278 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. XEL ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
|
1,413 | $215,298 |
All Filings in XEL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,718,693 | 46,310 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,665,520 | 46,142 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,445,495 | 46,649 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,820,551 | 47,372 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,231,345 | 47,450 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,699,839 | 52,265 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,451,892 | 51,124 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,316,521 | 50,789 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,654,690 | 49,704 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,670,192 | 49,678 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,205,142 | 51,771 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,719,266 | 47,523 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,836,257 | 45,621 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,022,593 | 44,819 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,125,924 | 44,586 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,863,168 | 44,737 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,180,025 | 44,941 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,243,464 | 44,942 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,944,273 | 43,490 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||