SC&H Financial Advisors, Inc.

Position in XEL — Xcel Energy Inc

CIK 1907898 HUNT VALLEY, MD

Position in XEL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$449,037

+$4,809 QoQ

Shares Held

5,592

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#705

of 1,278 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SC&H Financial Advisors, Inc. holds $1,227,677 across 3 Utilities - Regulated Electric names. XEL ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,440	$470,626
2	XEL	Xcel Energy Inc This page	5,592	$449,037
3	ES	Eversource Energy	4,262	$308,014

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,037	5,592	0.0%	Shares	Sole	2026-08-04
2026-03-31	$444,228	5,592	0.0%	Shares	Sole	2026-04-23
2025-12-31	$413,025	5,592	0.0%	Shares	Sole	2026-01-21
2025-09-30	$450,994	5,592	0.0%	Shares	Sole	2025-10-21
2025-06-30	$380,815	5,592	0.0%	Shares	Sole	2025-07-17
2025-03-31	$395,857	5,592	0.0%	Shares	Sole	2025-04-23
2024-12-31	$377,571	5,592	-14.5%	Shares	Sole	2025-01-28
2024-09-30	$427,257	6,543	-5.8%	Shares	Sole	2024-10-25
2024-06-30	$370,825	6,943	-11.6%	Shares	Sole	2024-08-02
2024-03-31	$422,152	7,854	-9.2%	Shares	Sole	2024-05-02
2023-12-31	$535,459	8,649	-6.2%	Shares	Sole	2024-02-01
2023-09-30	$527,625	9,221	-2.5%	Shares	Sole	2023-10-30
2023-06-30	$588,190	9,461	-7.4%	Shares	Sole	2023-08-07
2023-03-31	$688,764	10,213	+5.3%	Shares	Sole	2023-05-12
2022-12-31	$680,207	9,702	-5.5%	Shares	Sole	2023-02-10
2022-09-30	$656,768	10,262	-4.6%	Shares	Sole	2022-11-09
2022-06-30	$761,519	10,762	+36.7%	Shares	Sole	2022-08-10
2022-03-31	$568,122	7,872	-3.6%	Shares	Sole	2022-05-10
2021-12-31	$552,973	8,168	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.