Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,496,470
+$48,438 QoQ
Shares Held
18,636
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#474
of 1,278 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $39,375,439 across 28 Utilities - Regulated Electric names. XEL ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
86,596 | $7,600,530 | |
| 2 | DUK |
Duke Energy CORP
|
51,809 | $6,557,983 | |
| 3 | LNT |
Alliant Energy Corp
|
37,870 | $2,889,102 | |
| 4 | SO |
Southern Co
|
29,930 | $2,864,600 | |
| 5 | ETR |
Entergy Corp /De/
|
16,283 | $1,870,265 | |
| 6 | D |
Dominion Energy, Inc
|
25,932 | $1,770,896 | |
| 7 | AEP |
American Electric Power Co Inc
|
11,949 | $1,634,742 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
18,636 | $1,496,470 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,470 | 18,636 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,448,032 | 18,228 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $681,358 | 9,225 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $751,093 | 9,313 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,121,062 | 16,462 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,115,296 | 15,755 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,104,222 | 16,354 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $938,165 | 14,367 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $731,289 | 13,692 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $841,563 | 15,657 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $939,917 | 15,182 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $829,232 | 14,492 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $554,183 | 8,914 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $577,556 | 8,564 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $653,355 | 9,319 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $985,616 | 13,929 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $968,593 | 13,421 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $915,913 | 13,529 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $575,000 | 9,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $601,418 | 9,129 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $636,168 | 9,565 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $620,564 | 9,308 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $611,980 | 8,868 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $558,250 | 8,932 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $545,895 | 9,053 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||