Position in XEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$363,277
+$3,891 QoQ
Shares Held
4,524
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#768
of 1,278 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, 2026POINCIANA ADVISORS GROUP, LLC holds $584,105 across 2 Utilities - Regulated Electric names. XEL ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
4,524 | $363,277 | |
| 2 | EVRG |
Evergy, Inc.
|
2,555 | $220,828 |
All Filings in XEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,277 | 4,524 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $359,386 | 4,524 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $334,142 | 4,524 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $364,860 | 4,524 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $308,084 | 4,524 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $320,253 | 4,524 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $305,460 | 4,524 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||