Position in XEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$45,931
+$492 QoQ
Shares Held
572
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,091
of 1,278 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,034,619 across 30 Utilities - Regulated Electric names. XEL ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,934 | $244,805 | |
| 2 | NEE |
Nextera Energy Inc
|
2,263 | $198,623 | |
| 3 | ED |
Consolidated Edison Inc
|
1,072 | $118,595 | |
| 4 | AEE |
Ameren Corp
|
854 | $96,536 | |
| 5 | XEL |
Xcel Energy Inc
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|
572 | $45,931 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
344 | $27,919 | |
| 7 | EXC |
Exelon Corp
|
594 | $27,692 | |
| 8 | PPL |
PPL Corp
|
737 | $26,789 |
All Filings in XEL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,931 | 572 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $45,439 | 572 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $42,247 | 572 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $40,405 | 501 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $33,641 | 494 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $34,970 | 494 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $33,354 | 494 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $32,258 | 494 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $26,437 | 495 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $26,552 | 494 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $30,583 | 494 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $28,266 | 494 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $30,711 | 494 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $33,315 | 494 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||