&PARTNERS

Position in XEL — Xcel Energy Inc

CIK 107136 NASHVILLE, TN

Position in XEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,153,774

-$334,530 QoQ

Shares Held

126,448

-4.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#222

of 1,281 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

&PARTNERS holds $274,273,041 across 29 Utilities - Regulated Electric names. XEL ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	913,761	$80,200,802
2	AEP	American Electric Power Co Inc	301,462	$41,243,016
3	DUK	Duke Energy CORP	222,048	$28,106,835
4	WEC	Wec Energy Group, Inc.	165,442	$19,318,662
5	SO	Southern Co	196,930	$18,848,170
6	XEL	Xcel Energy Inc This page	126,448	$10,153,774
7	D	Dominion Energy, Inc	137,692	$9,402,986
8	ETR	Entergy Corp /De/	77,069	$8,852,145

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,153,774	126,448	-4.2%	Shares	Sole	2026-08-14
2026-03-31	$10,488,304	132,028	-11.1%	Shares	Sole	2026-05-15
2025-12-31	$10,973,010	148,565	+10.4%	Shares	Sole	2026-02-17
2025-09-30	$10,855,006	134,594	+10.1%	Shares	Sole	2025-11-14
2025-06-30	$8,322,296	122,207	+8.8%	Shares	Sole	2025-08-14
2025-03-31	$7,950,849	112,316	+4.8%	Shares	Sole	2025-05-15
2024-12-31	$7,234,497	107,146	+60.6%	Shares	Sole	2025-02-14
2024-09-30	$4,356,163	66,710	+144.1%	Shares	Sole	2024-11-14
2024-06-30	$1,459,641	27,329	+354.6%	Shares	Sole	2024-07-24
2024-03-31	$323,145	6,012	—	Shares	Sole	2024-04-11
No filing history on record for this holder in this stock.