Third View Private Wealth, LLC

Position in XEL — Xcel Energy Inc

CIK 2083406 WESTPORT, CT

Position in XEL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$351,874

-$80,756 QoQ

Shares Held

4,382

-19.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#778

of 1,278 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Third View Private Wealth, LLC holds $2,885,789 across 5 Utilities - Regulated Electric names. XEL ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	95,573	$1,607,537
2	NEE	Nextera Energy Inc	4,923	$432,091
3	XEL	Xcel Energy Inc This page	4,382	$351,874
4	AEP	American Electric Power Co Inc	1,933	$264,453
5	ETR	Entergy Corp /De/	2,001	$229,834

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,874	4,382	-19.5%	Shares	Other	2026-07-27
2026-03-31	$432,630	5,446	+5.7%	Shares	Other	2026-04-15
2025-12-31	$380,674	5,154	—	Shares	Other	2026-01-23
No filing history on record for this holder in this stock.