Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$469,915
-$55,660 QoQ
Shares Held
5,852
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#695
of 1,278 holders
Holding Since
Dec 2023
8 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, 2026SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. XEL ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,425 | $2,077,723 | |
| 2 | NEE |
Nextera Energy Inc
|
14,853 | $1,303,647 | |
| 3 | DUK |
Duke Energy CORP
|
5,562 | $704,037 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,388 | $600,322 | |
| 5 | EXC |
Exelon Corp
|
12,168 | $567,272 | |
| 6 | EIX |
Edison International
|
6,461 | $481,021 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
5,852 | $469,915 | |
| 8 | SO |
Southern Co
|
4,814 | $460,747 |
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,915 | 5,852 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $525,575 | 6,616 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $531,865 | 7,201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $577,050 | 7,155 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $493,316 | 7,244 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $355,507 | 5,022 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $266,771 | 3,951 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $678,409 | 10,958 | Shares | Sole | 2024-03-06 | |
| No filing history on record for this holder in this stock. | ||||||