Position in XEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$554,230
-$52,453 QoQ
Shares Held
6,902
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#664
of 1,281 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Alliance LLC holds $23,867,235 across 11 Utilities - Regulated Electric names. XEL ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
147,654 | $12,959,591 | |
| 2 | DUK |
Duke Energy CORP
|
27,451 | $3,474,747 | |
| 3 | SO |
Southern Co
|
25,060 | $2,398,492 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
13,550 | $1,582,233 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,057 | $691,848 | |
| 6 | EXC |
Exelon Corp
|
13,303 | $620,185 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
6,902 | $554,230 | |
| 8 | D |
Dominion Energy, Inc
|
6,881 | $469,903 |
All Filings in XEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,230 | 6,902 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $606,683 | 7,637 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $560,228 | 7,585 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $606,810 | 7,524 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $511,703 | 7,514 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $529,579 | 7,481 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $499,107 | 7,392 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $480,738 | 7,362 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $443,676 | 8,307 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $446,501 | 8,307 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $514,286 | 8,307 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $475,326 | 8,307 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $516,446 | 8,307 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $560,224 | 8,307 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $312,690 | 4,460 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||