ASHTON THOMAS SECURITIES, LLC

Broker-Dealer

Position in XEL — Xcel Energy Inc

CIK 771572 ROCHESTER, NY

Position in XEL

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

Position Value

$589,642

+$109,428 QoQ

Shares Held

7,343

+21.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#655

of 1,278 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ASHTON THOMAS SECURITIES, LLC holds $4,388,771 across 6 Utilities - Regulated Electric names. XEL ranks #5 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,083	$1,236,064
2	AEP	American Electric Power Co Inc	6,066	$829,889
3	EXC	Exelon Corp	14,475	$674,824
4	DUK	Duke Energy CORP	5,295	$670,241
5	XEL	Xcel Energy Inc This page	7,343	$589,642
6	ETR	Entergy Corp /De/	3,379	$388,111

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,642	7,343	+21.5%	Shares	Sole	2026-07-27
2026-03-31	$480,214	6,045	-6.9%	Shares	Sole	2026-05-18
2025-12-31	$479,720	6,495	+1.4%	Shares	Sole	2026-02-02
2025-09-30	$516,482	6,404	-4.5%	Shares	Sole	2025-10-27
2025-06-30	$456,678	6,706	+1655.5%	Shares	Sole	2025-07-21
2024-09-30	$24,944	382	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.