Trueblood Wealth Management, LLC

Position in XEL — Xcel Energy Inc

CIK 2005380 LIMA, OH

Position in XEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$330,595

+$6,719 QoQ

Shares Held

4,117

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#790

of 1,277 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $5,232,588 across 8 Utilities - Regulated Electric names. XEL ranks #7 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	9,620	$1,123,327
2	NEE	Nextera Energy Inc	11,129	$976,792
3	AEP	American Electric Power Co Inc	6,228	$852,052
4	SO	Southern Co	8,597	$822,818
5	DUK	Duke Energy CORP	3,813	$482,649
6	ETR	Entergy Corp /De/	3,112	$357,444
7	XEL	Xcel Energy Inc This page	4,117	$330,595
8	ES	Eversource Energy	3,970	$286,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,595	4,117	+1.0%	Shares	Sole	2026-07-27
2026-03-31	$323,876	4,077	-2.3%	Shares	Sole	2026-04-21
2025-12-31	$308,070	4,171	-5.0%	Shares	Sole	2026-01-21
2025-09-30	$354,053	4,390	-1.7%	Shares	Sole	2025-10-24
2025-06-30	$304,066	4,465	0.0%	Shares	Sole	2025-07-23
2025-03-31	$316,077	4,465	0.0%	Shares	Sole	2025-04-15
2024-12-31	$301,476	4,465	-0.9%	Shares	Sole	2025-01-16
2024-09-30	$294,176	4,505	0.0%	Shares	Sole	2024-10-23
2024-06-30	$240,612	4,505	-11.8%	Shares	Sole	2024-08-08
2024-03-31	$274,393	5,105	+1.8%	Shares	Sole	2024-04-26
2023-12-31	$310,602	5,017	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.