Position in XEL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,621
-$521,701 QoQ
Shares Held
70
-98.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,220
of 1,278 holders
Holding Since
Mar 2021
6 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, 2026Fulcrum Asset Management LLP holds $11,898,611 across 17 Utilities - Regulated Electric names. XEL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,762 | $5,333,080 | |
| 2 | ES |
Eversource Energy
|
45,525 | $3,290,091 | |
| 3 | ED |
Consolidated Edison Inc
|
27,517 | $3,044,205 | |
| 4 | FE |
Firstenergy Corp
|
2,730 | $129,784 | |
| 5 | PCG |
PG&E Corp
|
3,796 | $63,848 | |
| 6 | EXC |
Exelon Corp
|
122 | $5,687 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
70 | $5,621 | |
| 8 | LNT |
Alliant Energy Corp
|
54 | $4,119 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,621 | 70 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $527,322 | 6,638 | Shares | Sole | 2026-05-14 | |
| 2021-12-31 | $477,488 | 7,053 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $440,812 | 7,053 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $464,651 | 7,053 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $469,095 | 7,053 | Principal | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||