Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,339
+$4,122 QoQ
Shares Held
3,130
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#884
of 1,278 holders
Holding Since
Mar 2025
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, 2026Valued Retirements, Inc. holds $730,080 across 2 Utilities - Regulated Electric names. XEL ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,002 | $478,741 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
3,130 | $251,339 |
All Filings in XEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,339 | 3,130 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $247,217 | 3,112 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $218,847 | 2,963 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $205,998 | 2,910 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||