Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$594,942
-$4,750 QoQ
Shares Held
7,409
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#649
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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. XEL ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
7,409 | $594,942 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,942 | 7,409 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $599,692 | 7,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $547,228 | 7,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $597,535 | 7,409 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $504,552 | 7,409 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $524,483 | 7,409 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $500,255 | 7,409 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $483,807 | 7,409 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $443,783 | 8,309 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $398,233 | 7,409 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $397,152 | 6,415 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $367,066 | 6,415 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $458,006 | 7,367 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $530,213 | 7,862 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $575,953 | 8,215 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $525,760 | 8,215 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $581,293 | 8,215 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $592,876 | 8,215 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $434,295 | 6,415 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $369,687 | 5,915 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $389,680 | 5,915 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $393,406 | 5,915 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $394,353 | 5,915 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $408,194 | 5,915 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $369,687 | 5,915 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $356,674 | 5,915 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||