Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,008,648
-$239 QoQ
Shares Held
12,561
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#543
of 1,278 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Curi Capital, LLC holds $41,459,525 across 16 Utilities - Regulated Electric names. XEL ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
234,481 | $27,380,345 | |
| 2 | NEE |
Nextera Energy Inc
|
34,480 | $3,026,309 | |
| 3 | EIX |
Edison International
|
26,039 | $1,938,603 | |
| 4 | DUK |
Duke Energy CORP
|
15,295 | $1,936,040 | |
| 5 | PCG |
PG&E Corp
|
74,496 | $1,253,022 | |
| 6 | ED |
Consolidated Edison Inc
|
9,535 | $1,054,856 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
12,561 | $1,008,648 | |
| 8 | ES |
Eversource Energy
|
10,832 | $782,827 |
All Filings in XEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,648 | 12,561 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,008,887 | 12,700 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $503,282 | 6,814 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $402,362 | 4,989 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $324,905 | 4,771 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $306,675 | 4,542 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $340,735 | 5,218 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $242,588 | 4,542 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $245,368 | 4,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $312,026 | 5,040 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $462,680 | 8,086 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $223,530 | 3,159 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||