Position in XEL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$94,432
-$46,653 QoQ
Shares Held
1,176
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,032
of 1,277 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $11,866,312 across 12 Utilities - Regulated Electric names. XEL ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
164,586 | $11,239,577 | |
| 2 | SO |
Southern Co
|
1,397 | $133,706 | |
| 3 | ETR |
Entergy Corp /De/
|
1,078 | $123,819 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
1,176 | $94,432 | |
| 5 | EIX |
Edison International
|
1,040 | $77,428 | |
| 6 | DTE |
Dte Energy Co
|
489 | $74,508 | |
| 7 | NEE |
Nextera Energy Inc
|
598 | $52,486 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
560 | $45,449 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,432 | 1,176 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $141,085 | 1,776 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $46,310 | 627 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,161 | 126 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,580 | 126 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||