Shah Wealth Advisors, LLC

Position in XEL — Xcel Energy Inc

CIK 2149018 CHINO HILLS, CA

Position in XEL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$466,061

New position

Shares Held

5,804

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#698

of 1,278 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Shah Wealth Advisors, LLC holds $2,943,602 across 6 Utilities - Regulated Electric names. XEL ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	4,669	$638,765
2	EXC	Exelon Corp	11,899	$554,731
3	CNP	Centerpoint Energy Inc	10,676	$470,171
4	XEL	Xcel Energy Inc This page	5,804	$466,061
5	DUK	Duke Energy CORP	3,367	$426,194
6	NEE	Nextera Energy Inc	4,417	$387,680

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,061	5,804	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.