Position in XEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,134,036
-$244,837 QoQ
Shares Held
76,389
-4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#278
of 1,278 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $12,768,756 across 8 Utilities - Regulated Electric names. XEL ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
76,389 | $6,134,036 | |
| 2 | SO |
Southern Co
|
18,206 | $1,742,496 | |
| 3 | DUK |
Duke Energy CORP
|
12,562 | $1,590,097 | |
| 4 | NEE |
Nextera Energy Inc
|
12,629 | $1,108,447 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,287 | $734,132 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,725 | $646,427 | |
| 7 | ETR |
Entergy Corp /De/
|
5,128 | $589,002 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,089 | $224,119 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,134,036 | 76,389 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,378,873 | 80,298 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,861,815 | 92,903 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,727,318 | 95,813 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,488,363 | 95,277 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,354,868 | 103,897 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,382,029 | 109,331 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,208,467 | 110,390 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,664,450 | 106,056 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,849,343 | 108,825 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $6,766,837 | 118,260 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $7,319,895 | 117,740 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $7,728,017 | 114,591 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $7,935,190 | 113,182 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $7,147,584 | 111,681 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $7,926,889 | 112,025 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $7,770,976 | 107,676 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $4,732,839 | 69,909 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $2,596,187 | 41,539 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $2,758,395 | 41,870 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $2,816,765 | 42,351 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $6,748,670 | 101,225 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $6,907,486 | 100,094 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $5,999,187 | 95,987 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $5,748,399 | 95,330 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||