Position in XEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,533,665
+$25,712 QoQ
Shares Held
93,819
-0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#254
of 1,278 holders
Holding Since
Jun 2020
10 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $10,160,729 across 8 Utilities - Regulated Electric names. XEL ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
93,819 | $7,533,665 | |
| 2 | EVRG |
Evergy, Inc.
|
12,069 | $1,043,123 | |
| 3 | NEE |
Nextera Energy Inc
|
10,674 | $936,856 | |
| 4 | ES |
Eversource Energy
|
6,374 | $460,648 | |
| 5 | ETR |
Entergy Corp /De/
|
767 | $88,097 | |
| 6 | AEE |
Ameren Corp
|
695 | $78,562 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
184 | $19,688 | |
| 8 | ENIC |
Enel Chile S.A.
|
20 | $90 |
All Filings in XEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,533,665 | 93,819 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,507,953 | 94,511 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,270,113 | 98,431 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,179,119 | 101,415 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,198,987 | 105,712 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,445,055 | 105,171 | Shares | Sole | 2025-04-10 | |
| 2021-03-31 | $241,032 | 3,624 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $284,214 | 4,263 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $320,413 | 4,643 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $261,875 | 4,190 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||