Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,153,991
+$780,385 QoQ
Shares Held
14,371
+205.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 1,278 holders
Holding Since
Sep 2020
24 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. XEL ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in XEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,991 | 14,371 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $373,606 | 4,703 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $464,283 | 6,286 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $581,244 | 7,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $491,682 | 7,220 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $369,169 | 5,215 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $306,878 | 4,545 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $308,411 | 4,723 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $245,525 | 4,597 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $34,346 | 639 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $75,344 | 1,217 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $76,560 | 1,338 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $85,670 | 1,378 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $56,851 | 843 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $94,368 | 1,346 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $49,088 | 767 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $46,277 | 654 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,343 | 656 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $44,275 | 654 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,937 | 767 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $44,403 | 674 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $43,497 | 654 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $43,602 | 654 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $45,132 | 654 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||