Position in XEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$241,702
-$5,435 QoQ
Shares Held
3,010
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#897
of 1,273 holders
Holding Since
Mar 2025
6 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, 2026Portside Wealth Group, LLC holds $6,728,640 across 7 Utilities - Regulated Electric names. XEL ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
13,911 | $1,760,853 | |
| 2 | PCG |
PG&E Corp
|
98,846 | $1,662,588 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,786 | $1,338,821 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
8,499 | $992,427 | |
| 5 | NEE |
Nextera Energy Inc
|
4,341 | $381,008 | |
| 6 | ETR |
Entergy Corp /De/
|
3,058 | $351,241 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
3,010 | $241,702 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,702 | 3,010 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $247,137 | 3,111 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $229,851 | 3,112 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $261,144 | 3,238 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $212,335 | 3,118 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $201,538 | 2,847 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||