Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,937
+$2,687 QoQ
Shares Held
3,125
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#886
of 1,281 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, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. XEL ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
|
972 | $66,377 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,937 | 3,125 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $248,250 | 3,125 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $476,396 | 6,450 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $520,192 | 6,450 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $439,244 | 6,450 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $456,594 | 6,450 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $435,504 | 6,450 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $571,701 | 8,755 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $467,604 | 8,755 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $470,580 | 8,755 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $689,986 | 11,145 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $650,304 | 11,365 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $706,561 | 11,365 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $808,268 | 11,985 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $840,268 | 11,985 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $767,040 | 11,985 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $848,057 | 11,985 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $847,636 | 11,745 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $786,674 | 11,620 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $721,875 | 11,550 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $760,913 | 11,550 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $767,525 | 11,540 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $846,042 | 12,690 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $831,570 | 12,050 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $848,750 | 13,580 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $818,874 | 13,580 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||