Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$20,075
+$215 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,150
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, 2026MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. XEL ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
8,855 | $777,203 | |
| 2 | PPL |
PPL Corp
|
1,215 | $44,165 | |
| 3 | SO |
Southern Co
|
427 | $40,868 | |
| 4 | DTE |
Dte Energy Co
|
164 | $24,988 | |
| 5 | XEL |
Xcel Energy Inc
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|
250 | $20,075 | |
| 6 | AEP |
American Electric Power Co Inc
|
36 | $4,925 | |
| 7 | FE |
Firstenergy Corp
|
93 | $4,421 | |
| 8 | FTS |
Fortis Inc.
|
77 | $4,406 |
All Filings in XEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,075 | 250 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $19,860 | 250 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,465 | 250 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,162 | 250 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $17,025 | 250 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,697 | 250 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $16,880 | 250 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||