Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,582,086
-$682,441 QoQ
Shares Held
218,955
-4.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#165
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. XEL ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
218,955 | $17,582,086 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,582,086 | 218,955 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,264,527 | 229,916 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,469,302 | 222,980 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,479,233 | 241,528 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $17,131,099 | 251,558 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,320,593 | 258,802 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,643,544 | 246,498 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,242,456 | 233,422 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,897,665 | 222,761 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,968,367 | 185,458 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $11,185,155 | 180,668 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,878,575 | 172,642 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $10,894,297 | 175,234 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,789,523 | 174,815 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,493,952 | 178,205 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,467,648 | 163,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,285,370 | 159,488 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,980,376 | 152,146 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,509,612 | 155,238 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,287,375 | 148,598 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,809,993 | 148,907 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,582,095 | 144,070 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,142,923 | 137,137 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,865,600 | 142,959 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,939,750 | 143,036 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,051,271 | 150,104 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||