Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$281,933
+$11,679 QoQ
Shares Held
3,511
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#843
of 1,278 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $2,144,344 across 7 Utilities - Regulated Electric names. XEL ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,177 | $542,155 | |
| 2 | LNT |
Alliant Energy Corp
|
4,577 | $349,179 | |
| 3 | XEL |
Xcel Energy Inc
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|
3,511 | $281,933 | |
| 4 | ED |
Consolidated Edison Inc
|
2,487 | $275,136 | |
| 5 | DUK |
Duke Energy CORP
|
1,905 | $241,134 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,025 | $236,459 | |
| 7 | ETR |
Entergy Corp /De/
|
1,901 | $218,348 |
All Filings in XEL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,933 | 3,511 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $270,254 | 3,402 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $255,260 | 3,456 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $278,565 | 3,454 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $258,643 | 3,798 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $268,860 | 3,798 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $261,369 | 3,871 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $255,192 | 3,908 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,769 | 4,302 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $272,082 | 5,062 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $323,975 | 5,233 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $322,949 | 5,644 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $347,778 | 5,594 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $382,452 | 5,671 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $397,593 | 5,671 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $389,568 | 6,087 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $437,013 | 6,176 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $435,690 | 6,037 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $427,660 | 6,317 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $455,187 | 7,283 | Shares | Sole | 2022-02-23 | |
| 2021-06-30 | $560,375 | 8,506 | Shares | Sole | 2022-02-22 | |
| 2021-03-31 | $631,179 | 9,490 | Shares | Sole | 2022-02-22 | |
| 2020-12-31 | $319,349 | 4,790 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||