Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$204,604
+$2,191 QoQ
Shares Held
2,548
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#959
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026OLD SECOND NATIONAL BANK OF AURORA holds $7,450,582 across 9 Utilities - Regulated Electric names. XEL ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,096 | $3,694,765 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
27,932 | $2,266,960 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,196 | $489,966 | |
| 4 | ETR |
Entergy Corp /De/
|
2,004 | $230,179 | |
| 5 | DUK |
Duke Energy CORP
|
1,726 | $218,476 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
2,548 | $204,604 | |
| 7 | SO |
Southern Co
|
1,971 | $188,644 | |
| 8 | EXC |
Exelon Corp
|
2,635 | $122,843 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,604 | 2,548 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $202,413 | 2,548 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $188,195 | 2,548 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $213,561 | 2,648 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $180,328 | 2,648 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $187,451 | 2,648 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $229,838 | 3,404 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $234,949 | 3,598 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $293,648 | 5,498 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $306,267 | 5,698 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $414,673 | 6,698 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $383,259 | 6,698 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $416,414 | 6,698 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $451,713 | 6,698 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $469,596 | 6,698 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $403,072 | 6,298 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $587,166 | 8,298 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $287,164 | 3,979 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $269,378 | 3,979 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $248,687 | 3,979 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $262,136 | 3,979 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $264,643 | 3,979 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $265,279 | 3,979 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $274,590 | 3,979 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $248,687 | 3,979 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $239,933 | 3,979 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||