Position in XEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$61,590
+$660 QoQ
Shares Held
767
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,070
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $687,873 across 15 Utilities - Regulated Electric names. XEL ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
1,381 | $210,422 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,338 | $156,238 | |
| 3 | NEE |
Nextera Energy Inc
|
1,426 | $125,160 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
767 | $61,590 | |
| 5 | EXC |
Exelon Corp
|
564 | $26,293 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
209 | $16,962 | |
| 7 | CNP |
Centerpoint Energy Inc
|
382 | $16,823 | |
| 8 | AEP |
American Electric Power Co Inc
|
119 | $16,280 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,590 | 767 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $60,930 | 767 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $56,650 | 767 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $61,858 | 767 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $52,232 | 767 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $54,295 | 767 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $138,145 | 2,046 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $133,603 | 2,046 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $109,276 | 2,046 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $109,972 | 2,046 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $217,861 | 3,519 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $201,357 | 3,519 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $207,896 | 3,344 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $225,519 | 3,344 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $234,447 | 3,344 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $214,016 | 3,344 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $241,362 | 3,411 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $246,171 | 3,411 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $240,199 | 3,548 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $221,750 | 3,548 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $233,742 | 3,548 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $3,548 | 235,989 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $236,545 | 3,548 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $156,583 | 2,269 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $141,812 | 2,269 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $174,206 | 2,889 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||