Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$867,561
+$12,708 QoQ
Shares Held
10,804
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#569
of 1,278 holders
Holding Since
Mar 2020
10 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, 2026NICOLET BANKSHARES INC holds $34,145,243 across 12 Utilities - Regulated Electric names. XEL ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
160,285 | $18,716,477 | |
| 2 | NEE |
Nextera Energy Inc
|
49,025 | $4,302,923 | |
| 3 | LNT |
Alliant Energy Corp
|
53,715 | $4,097,917 | |
| 4 | DUK |
Duke Energy CORP
|
12,407 | $1,570,477 | |
| 5 | EVRG |
Evergy, Inc.
|
13,068 | $1,129,466 | |
| 6 | SO |
Southern Co
|
9,315 | $891,538 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
10,804 | $867,561 | |
| 8 | D |
Dominion Energy, Inc
|
11,064 | $755,559 |
All Filings in XEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,561 | 10,804 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $854,853 | 10,761 | Shares | Sole | 2026-05-14 | |
| 2022-03-31 | $205,251 | 2,844 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $200,437 | 3,207 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $210,354 | 3,193 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $211,435 | 3,179 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $264,213 | 3,963 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $272,382 | 3,947 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $254,937 | 4,079 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $412,813 | 6,846 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||