Commonwealth Retirement Investments LLC
PensionPosition in XEL — Xcel Energy Inc
CIK 1963787
RICHMOND, VA
Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,812
+$1,990 QoQ
Shares Held
309
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,133
of 1,278 holders
Holding Since
Dec 2025
2 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, 2026Commonwealth Retirement Investments LLC holds $1,349,325 across 7 Utilities - Regulated Electric names. XEL ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
12,082 | $825,079 | |
| 2 | DUK |
Duke Energy CORP
|
2,038 | $257,970 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,248 | $170,738 | |
| 4 | NEE |
Nextera Energy Inc
|
508 | $44,587 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
309 | $24,812 | |
| 6 | DTE |
Dte Energy Co
|
150 | $22,855 | |
| 7 | EVRG |
Evergy, Inc.
|
38 | $3,284 |
All Filings in XEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,812 | 309 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $22,822 | 309 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||