KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Position in XEL — Xcel Energy Inc

CIK 1907480 IRVINE, CA

Position in XEL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$461,885

+$18,769 QoQ

Shares Held

5,752

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#700

of 1,278 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $5,725,114 across 4 Utilities - Regulated Electric names. XEL ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	25,575	$2,447,783
2	AEP	American Electric Power Co Inc	10,960	$1,499,437
3	PEG	Public Service Enterprise Group Inc	16,215	$1,316,009
4	XEL	Xcel Energy Inc This page	5,752	$461,885

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,885	5,752	+3.1%	Shares	Sole	2026-07-23
2026-03-31	$443,116	5,578	+0.3%	Shares	Sole	2026-04-23
2025-12-31	$410,957	5,564	-2.9%	Shares	Sole	2026-01-14
2025-09-30	$462,043	5,729	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.