NORTH STAR ASSET MANAGEMENT INC

Position in XEL — Xcel Energy Inc

CIK 1056559 NEENAH, WI

Position in XEL

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$246,360

+$2,797 QoQ

Shares Held

3,068

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#895

of 1,281 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $1,620,623 across 5 Utilities - Regulated Electric names. XEL ranks #5 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,401	$561,815
2	AEP	American Electric Power Co Inc	2,099	$287,164
3	SO	Southern Co	2,826	$270,476
4	LNT	Alliant Energy Corp	3,340	$254,808
5	XEL	Xcel Energy Inc This page	3,068	$246,360

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,360	3,068	+0.1%	Shares	Sole	2026-08-18
2026-03-31	$243,563	3,066	+2.6%	Shares	Sole	2026-05-06
2025-12-31	$220,767	2,989	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$240,901	2,987	-29.6%	Shares	Sole	2025-11-10
2022-06-30	$300,234	4,243	0.0%	Shares	Sole	2022-07-28
2022-03-31	$306,217	4,243	-3.6%	Shares	Sole	2022-04-29
2021-12-31	$298,015	4,402	-3.4%	Shares	Sole	2022-02-07
2021-09-30	$284,812	4,557	0.0%	Shares	Sole	2021-10-20
2021-06-30	$300,215	4,557	-0.5%	Shares	Sole	2021-07-30
2021-03-31	$304,748	4,582	0.0%	Shares	Sole	2021-04-29
2020-12-31	$305,481	4,582	+7.0%	Shares	Sole	2021-02-16
2020-09-30	$295,500	4,282	0.0%	Shares	Sole	2020-11-02
2020-06-30	$267,625	4,282	0.0%	Shares	Sole	2020-07-28
2020-03-31	$258,204	4,282	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.