Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,647,009
-$63,324 QoQ
Shares Held
32,964
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#386
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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. XEL ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
32,964 | $2,647,009 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,647,009 | 32,964 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,710,333 | 34,118 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,531,034 | 34,268 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,787,909 | 34,568 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,431,714 | 35,708 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,584,401 | 36,508 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,493,716 | 36,933 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,443,721 | 37,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,998,762 | 37,423 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,079,372 | 38,686 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,395,050 | 38,686 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,256,527 | 39,436 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,478,904 | 39,873 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,689,035 | 39,873 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,877,174 | 41,038 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,626,432 | 41,038 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,877,313 | 40,663 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,958,825 | 40,998 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,762,024 | 40,798 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,549,875 | 40,798 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,766,828 | 41,998 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,800,603 | 42,108 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,807,340 | 42,108 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,943,828 | 42,658 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,666,125 | 42,658 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,572,277 | 42,658 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||