Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,799
+$458 QoQ
Shares Held
533
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,098
of 1,278 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $684,706 across 13 Utilities - Regulated Electric names. XEL ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,307 | $378,025 | |
| 2 | D |
Dominion Energy, Inc
|
2,110 | $144,091 | |
| 3 | SO |
Southern Co
|
517 | $49,482 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
533 | $42,799 | |
| 5 | DUK |
Duke Energy CORP
|
168 | $21,265 | |
| 6 | AEP |
American Electric Power Co Inc
|
146 | $19,974 | |
| 7 | IDA |
Idacorp Inc
|
100 | $15,130 | |
| 8 | ES |
Eversource Energy
|
99 | $7,154 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,799 | 533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,341 | 533 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,367 | 533 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||