MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in XEL — Xcel Energy Inc

CIK 1965241 ST. LOUIS, MO

Position in XEL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$874,868

+$42,417 QoQ

Shares Held

10,895

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#565

of 1,278 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. XEL ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	35,582	$3,405,553
2	NEE	Nextera Energy Inc	25,742	$2,259,375
3	WEC	Wec Energy Group, Inc.	13,645	$1,593,326
4	AEE	Ameren Corp	13,682	$1,546,613
5	XEL	Xcel Energy Inc This page	10,895	$874,868
6	DUK	Duke Energy CORP	5,300	$670,874
7	AEP	American Electric Power Co Inc	2,895	$396,064

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$874,868	10,895	+4.0%	Shares	Sole	2026-08-05
2026-03-31	$832,451	10,479	0.0%	Shares	Sole	2026-04-30
2025-12-31	$773,978	10,479	0.0%	Shares	Sole	2026-02-13
2025-09-30	$845,131	10,479	0.0%	Shares	Sole	2025-11-12
2025-06-30	$713,619	10,479	0.0%	Shares	Sole	2025-08-11
2025-03-31	$741,808	10,479	-4.6%	Shares	Sole	2025-05-02
2024-12-31	$741,302	10,979	+3.2%	Shares	Sole	2025-02-18
2024-09-30	$694,922	10,642	+1.6%	Shares	Sole	2024-11-13
2024-06-30	$559,683	10,479	0.0%	Shares	Sole	2024-08-06
2024-03-31	$563,246	10,479	-0.2%	Shares	Sole	2024-06-13
2023-12-31	$650,302	10,504	+0.2%	Shares	Sole	2024-02-13
2023-09-30	$599,608	10,479	0.0%	Shares	Sole	2023-11-01
2023-06-30	$651,479	10,479	0.0%	Shares	Sole	2023-08-08
2023-03-31	$706,703	10,479	0.0%	Shares	Sole	2023-04-10
2022-12-31	$734,682	10,479	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.