Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,229,770
+$35,002 QoQ
Shares Held
27,768
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#409
of 1,278 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $5,807,880 across 8 Utilities - Regulated Electric names. XEL ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
27,768 | $2,229,770 | |
| 2 | NEE |
Nextera Energy Inc
|
10,798 | $947,740 | |
| 3 | DUK |
Duke Energy CORP
|
4,371 | $553,281 | |
| 4 | ED |
Consolidated Edison Inc
|
4,281 | $473,607 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,348 | $458,039 | |
| 6 | D |
Dominion Energy, Inc
|
6,518 | $445,114 | |
| 7 | SO |
Southern Co
|
4,455 | $426,388 | |
| 8 | ETR |
Entergy Corp /De/
|
2,385 | $273,941 |
All Filings in XEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,229,770 | 27,768 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,194,768 | 27,628 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,843,102 | 24,954 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,012,217 | 24,950 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,695,690 | 24,900 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,788,296 | 25,262 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,712,847 | 25,368 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,591,818 | 24,377 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,278,742 | 23,942 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,392,340 | 25,904 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,372,358 | 22,167 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||