Smartleaf Asset Management LLC

Position in XEL — Xcel Energy Inc

CIK 2010393 BOSTON, MA

Position in XEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$902,250

+$9,663 QoQ

Shares Held

11,236

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#559

of 1,281 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $21,284,917 across 38 Utilities - Regulated Electric names. XEL ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	38,791	$3,712,686
2	DUK	Duke Energy CORP	25,543	$3,233,232
3	NEE	Nextera Energy Inc	36,104	$3,168,848
4	AEP	American Electric Power Co Inc	8,577	$1,173,419
5	CMS	Cms Energy Corp	12,414	$949,671
6	NGG	National Grid PLC	11,345	$940,160
7	XEL	Xcel Energy Inc This page	11,236	$902,250
8	D	Dominion Energy, Inc	11,635	$794,554

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$902,250	11,236	0.0%	Shares	Sole	2026-08-12
2026-03-31	$892,587	11,236	+6.5%	Shares	Sole	2026-05-15
2025-12-31	$779,444	10,553	+7.1%	Shares	Sole	2026-02-13
2025-09-30	$794,805	9,855	+57.8%	Shares	Sole	2025-11-05
2025-06-30	$425,420	6,247	-10.5%	Shares	Sole	2025-08-14
2025-03-31	$494,326	6,983	-11.5%	Shares	Sole	2025-05-14
2024-12-31	$532,665	7,889	+8.7%	Shares	Sole	2025-02-05
2024-09-30	$473,816	7,256	+17.7%	Shares	Sole	2024-11-13
2024-06-30	$329,219	6,164	+0.9%	Shares	Sole	2024-10-08
2024-03-31	$328,305	6,108	+0.9%	Shares	Sole	2024-10-07
2023-12-31	$374,926	6,056	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.