Farther Finance Advisors, LLC

Position in XEL — Xcel Energy Inc

CIK 1992825 SAN FRANCISCO, CA

Position in XEL

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,827,358

+$410,059 QoQ

Shares Held

23,003

+19.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $66,060,486 across 40 Utilities - Regulated Electric names. XEL ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	127,058	$12,263,638
2	NEE	Nextera Energy Inc	126,800	$11,777,184
3	DUK	Duke Energy CORP	61,488	$8,051,238
4	AEP	American Electric Power Co Inc	25,609	$3,356,827
5	D	Dominion Energy, Inc	51,845	$3,205,057
6	ETR	Entergy Corp /De/	20,231	$2,273,155
7	ED	Consolidated Edison Inc	18,331	$2,074,702
8	XEL	Xcel Energy Inc This page	23,003	$1,827,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,827,358	23,003	+19.9%	Shares	Sole	2026-04-07
2025-12-31	$1,417,299	19,189	+53.5%	Shares	Sole	2026-01-23
2025-09-30	$1,007,883	12,497	+38.2%	Shares	Sole	2025-10-14
2025-06-30	$615,964	9,045	-18.8%	Shares	Sole	2025-07-11
2025-03-31	$788,600	11,140	+111.9%	Shares	Sole	2025-04-14
2024-12-31	$354,952	5,257	-2.5%	Shares	Sole	2025-02-10
2024-09-30	$352,032	5,391	+20.9%	Shares	Sole	2024-10-29
2024-06-30	$238,101	4,458	+26.5%	Shares	Sole	2024-07-31
2024-03-31	$189,361	3,523	+4.1%	Shares	Sole	2024-05-14
2023-12-31	$209,503	3,384	+56.2%	Shares	Sole	2024-02-15
2023-09-30	$123,995	2,167	+9.5%	Shares	Sole	2023-11-14
2023-06-30	$123,034	1,979	+0.1%	Shares	Sole	2024-05-14
2023-03-31	$133,328	1,977	+0.1%	Shares	Sole	2024-05-14
2022-12-31	$138,537	1,976	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.