Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,511,527
-$42,829 QoQ
Shares Held
81,090
-1.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#271
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, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. XEL ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
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|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
|
11,033 | $968,366 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,511,527 | 81,090 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,554,356 | 82,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,000,312 | 81,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,250,536 | 77,502 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,363,760 | 78,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,677,216 | 80,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,414,968 | 80,198 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,755,668 | 72,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,901,707 | 73,052 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,793,621 | 70,579 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,369,545 | 70,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,720,043 | 65,013 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,217,359 | 51,751 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,351,633 | 49,698 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,026,438 | 43,167 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,481,344 | 54,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,775,399 | 53,355 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,850,630 | 53,355 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,479,847 | 51,401 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,146,937 | 50,351 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,317,123 | 50,351 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,268,833 | 49,148 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,012,283 | 45,182 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,629,904 | 81,581 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,826,937 | 45,231 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,727,429 | 45,231 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||