VICTORY FINANCIAL GROUP, LLC

Position in XEL — Xcel Energy Inc

CIK 2011333 AUSTIN, TX

Position in XEL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$324,813

-$33,064 QoQ

Shares Held

4,045

-10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#798

of 1,278 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VICTORY FINANCIAL GROUP, LLC holds $2,685,059 across 5 Utilities - Regulated Electric names. XEL ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,819	$1,206,527
2	NEE	Nextera Energy Inc	5,052	$443,414
3	DUK	Duke Energy CORP	3,108	$393,410
4	XEL	Xcel Energy Inc This page	4,045	$324,813
5	SO	Southern Co	3,311	$316,895

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,813	4,045	-10.2%	Shares	Sole	2026-07-29
2026-03-31	$357,877	4,505	+2.0%	Shares	Sole	2026-04-27
2025-12-31	$326,091	4,415	+13.6%	Shares	Sole	2026-01-15
2025-09-30	$313,486	3,887	+15.5%	Shares	Sole	2025-11-14
2025-06-30	$229,224	3,366	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.