Position in XEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$214,561
+$3,092 QoQ
Shares Held
2,672
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#948
of 1,278 holders
Holding Since
Sep 2024
4 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, 2026Kuhn & Co Investment Counsel holds $5,769,988 across 7 Utilities - Regulated Electric names. XEL ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,295 | $1,693,522 | |
| 2 | SO |
Southern Co
|
11,003 | $1,053,097 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
8,596 | $919,772 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,673 | $912,933 | |
| 5 | DUK |
Duke Energy CORP
|
5,696 | $720,999 | |
| 6 | PPL |
PPL Corp
|
7,018 | $255,104 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
2,672 | $214,561 |
All Filings in XEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,561 | 2,672 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $211,469 | 2,662 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $213,295 | 3,159 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $206,282 | 3,159 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||