Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$879,285
+$9,417 QoQ
Shares Held
10,950
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#563
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KLCM Advisors, Inc. holds $10,367,845 across 11 Utilities - Regulated Electric names. XEL ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
40,874 | $4,772,856 | |
| 2 | LNT |
Alliant Energy Corp
|
15,936 | $1,215,757 | |
| 3 | MGEE |
Mge Energy Inc
|
12,225 | $996,826 | |
| 4 | XEL |
Xcel Energy Inc
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|
10,950 | $879,285 | |
| 5 | DUK |
Duke Energy CORP
|
6,927 | $876,819 | |
| 6 | EXC |
Exelon Corp
|
7,476 | $348,531 | |
| 7 | SO |
Southern Co
|
3,087 | $295,456 | |
| 8 | DTE |
Dte Energy Co
|
1,722 | $262,381 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,285 | 10,950 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $869,868 | 10,950 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $808,767 | 10,950 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $883,117 | 10,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $898,920 | 13,200 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $934,428 | 13,200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $891,264 | 13,200 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $861,960 | 13,200 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $691,071 | 12,939 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $690,096 | 12,839 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $794,862 | 12,839 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $772,584 | 13,502 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $736,714 | 11,850 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $799,164 | 11,850 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $830,803 | 11,850 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $758,400 | 11,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $842,963 | 11,913 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $855,214 | 11,850 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $761,625 | 11,250 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $703,125 | 11,250 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $704,916 | 10,700 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $711,657 | 10,700 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $713,369 | 10,700 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $738,407 | 10,700 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $668,750 | 10,700 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $675,360 | 11,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||