Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$707,924
+$62,077 QoQ
Shares Held
8,816
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#614
of 1,277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alteri Wealth LLC holds $3,818,237 across 9 Utilities - Regulated Electric names. XEL ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
8,816 | $707,924 | |
| 2 | ETR |
Entergy Corp /De/
|
5,753 | $660,789 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
7,870 | $638,729 | |
| 4 | NEE |
Nextera Energy Inc
|
5,438 | $477,293 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,178 | $297,972 | |
| 6 | EVRG |
Evergy, Inc.
|
3,343 | $288,935 | |
| 7 | SO |
Southern Co
|
2,813 | $269,232 | |
| 8 | DTE |
Dte Energy Co
|
1,719 | $261,924 |
All Filings in XEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,924 | 8,816 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $645,847 | 8,130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $571,602 | 7,739 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $626,166 | 7,764 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $487,323 | 7,156 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $448,100 | 6,330 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $207,151 | 3,068 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||