Position in XEL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$708,084
-$361 QoQ
Shares Held
8,818
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#614
of 1,281 holders
Holding Since
Jun 2025
5 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, 2026Drucker Wealth 3.0, LLC holds $10,642,685 across 9 Utilities - Regulated Electric names. XEL ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,818 | $3,319,285 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
17,778 | $2,075,936 | |
| 3 | ETR |
Entergy Corp /De/
|
16,145 | $1,854,414 | |
| 4 | DUK |
Duke Energy CORP
|
11,605 | $1,468,960 | |
| 5 | XEL |
Xcel Energy Inc
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|
8,818 | $708,084 | |
| 6 | ES |
Eversource Energy
|
6,845 | $494,688 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,916 | $262,127 | |
| 8 | ED |
Consolidated Edison Inc
|
2,222 | $245,819 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,084 | 8,818 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $708,445 | 8,918 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $631,872 | 8,555 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $619,391 | 7,680 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $266,066 | 3,907 | Shares | Other | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||