Position in XEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$101,740
+$56,698 QoQ
Shares Held
1,267
+123.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,029
of 1,281 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $1,537,984 across 14 Utilities - Regulated Electric names. XEL ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,219 | $458,071 | |
| 2 | ED |
Consolidated Edison Inc
|
2,200 | $243,386 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
1,706 | $138,458 | |
| 4 | DTE |
Dte Energy Co
|
721 | $109,858 | |
| 5 | ES |
Eversource Energy
|
1,441 | $104,141 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
1,267 | $101,740 | |
| 7 | SO |
Southern Co
|
800 | $76,568 | |
| 8 | DUK |
Duke Energy CORP
|
563 | $71,264 |
All Filings in XEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,740 | 1,267 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $45,042 | 567 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $93,580 | 1,267 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $102,183 | 1,267 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $86,282 | 1,267 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $89,690 | 1,267 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $85,547 | 1,267 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||