Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$709,691
+$22,498 QoQ
Shares Held
8,838
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#611
of 1,278 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names. XEL ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
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|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,691 | 8,838 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $687,193 | 9,304 | Shares | Sole | 2026-02-10 | |
| 2021-06-30 | $263,124 | 3,994 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $250,875 | 3,772 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $416,754 | 6,251 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $356,712 | 5,169 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $323,437 | 5,175 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $313,137 | 5,193 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||