Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$247,083
-$7,919 QoQ
Shares Held
3,077
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#891
of 1,281 holders
Holding Since
Sep 2024
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, 2026Cyndeo Wealth Partners, LLC holds $46,905,295 across 6 Utilities - Regulated Electric names. XEL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
135,898 | $11,927,767 | |
| 2 | AEP |
American Electric Power Co Inc
|
86,134 | $11,783,992 | |
| 3 | DTE |
Dte Energy Co
|
73,387 | $11,181,977 | |
| 4 | DUK |
Duke Energy CORP
|
86,700 | $10,974,486 | |
| 5 | SO |
Southern Co
|
8,254 | $789,990 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
3,077 | $247,083 |
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,083 | 3,077 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $255,002 | 3,210 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $228,153 | 3,089 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $250,337 | 3,104 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $210,633 | 3,093 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $233,394 | 3,297 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $222,208 | 3,291 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $201,450 | 3,085 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||