Position in XEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$78,533
+$7,276 QoQ
Shares Held
978
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,052
of 1,278 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. XEL ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,714 | $413,747 | |
| 2 | EIX |
Edison International
|
5,246 | $390,564 | |
| 3 | PCG |
PG&E Corp
|
22,007 | $370,157 | |
| 4 | ES |
Eversource Energy
|
3,131 | $226,277 | |
| 5 | DTE |
Dte Energy Co
|
701 | $106,811 | |
| 6 | ED |
Consolidated Edison Inc
|
947 | $104,766 | |
| 7 | DUK |
Duke Energy CORP
|
817 | $103,415 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
978 | $78,533 |
All Filings in XEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,533 | 978 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $71,257 | 897 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $65,292 | 884 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $77,827 | 965 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $64,831 | 952 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $144,199 | 2,037 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $134,162 | 1,987 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $128,836 | 1,973 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $587 | 11 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $645 | 12 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $433 | 7 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $400 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $435 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $472 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $490 | 7 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||