Position in XEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$451,767
+$866 QoQ
Shares Held
5,626
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#705
of 1,281 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $6,448,830 across 7 Utilities - Regulated Electric names. XEL ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,767 | $2,788,189 | |
| 2 | SO |
Southern Co
|
11,552 | $1,105,641 | |
| 3 | NGG |
National Grid PLC
|
11,736 | $972,562 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,503 | $479,245 | |
| 5 | XEL |
Xcel Energy Inc
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|
5,626 | $451,767 | |
| 6 | PPL |
PPL Corp
|
10,455 | $380,039 | |
| 7 | DUK |
Duke Energy CORP
|
2,144 | $271,387 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,767 | 5,626 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $450,901 | 5,676 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $416,718 | 5,642 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $987,236 | 12,241 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $242,572 | 3,562 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||