Colonial Trust Co / SC

Bank

Position in XEL — Xcel Energy Inc

CIK 1954093 SPARTANBURG, SC

Position in XEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$220,423

+$1,249 QoQ

Shares Held

2,745

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#935

of 1,281 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. XEL ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	57,913	$7,330,627
2	NEE	Nextera Energy Inc	49,118	$4,311,086
3	WEC	Wec Energy Group, Inc.	21,044	$2,457,307
4	SO	Southern Co	3,558	$340,536
5	AEP	American Electric Power Co Inc	2,042	$279,366
6	D	Dominion Energy, Inc	3,538	$241,610
7	XEL	Xcel Energy Inc This page	2,745	$220,423
8	CMS	Cms Energy Corp	2,022	$154,683

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,423	2,745	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$219,174	2,759	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$201,785	2,732	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$221,464	2,746	+5.8%	Shares	Sole	2025-11-10
2025-06-30	$176,719	2,595	-5.2%	Shares	Sole	2025-08-13
2025-03-31	$193,681	2,736	-4.7%	Shares	Sole	2025-05-14
2024-12-31	$193,849	2,871	+14.0%	Shares	Sole	2025-02-14
2024-09-30	$164,425	2,518	+9.0%	Shares	Sole	2024-11-12
2024-06-30	$123,430	2,311	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$126,527	2,354	-2.0%	Shares	Sole	2024-05-14
2023-12-31	$148,769	2,403	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$135,153	2,362	+1.8%	Shares	Sole	2023-11-13
2023-06-30	$144,296	2,321	-6.3%	Shares	Sole	2023-08-14
2023-03-31	$166,981	2,476	+1.9%	Shares	Sole	2023-05-11
2022-12-31	$170,367	2,430	+39.3%	Shares	Sole	2023-02-14
2022-09-30	$111,616	1,744	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.