Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,423
+$25,460 QoQ
Shares Held
877
+54.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,058
of 1,278 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $934,005 across 33 Utilities - Regulated Electric names. XEL ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,112 | $185,370 | |
| 2 | SO |
Southern Co
|
1,005 | $96,188 | |
| 3 | DUK |
Duke Energy CORP
|
758 | $95,947 | |
| 4 | XEL |
Xcel Energy Inc
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|
877 | $70,423 | |
| 5 | AEP |
American Electric Power Co Inc
|
479 | $65,531 | |
| 6 | ED |
Consolidated Edison Inc
|
410 | $45,358 | |
| 7 | NGG |
National Grid PLC
|
412 | $34,142 | |
| 8 | FTS |
Fortis Inc.
|
549 | $31,419 |
All Filings in XEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,423 | 877 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,963 | 566 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||