Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,959,996
-$588,354 QoQ
Shares Held
276,435
-9.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,959,996 | 276,435 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,548,350 | 305,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,072,537 | 174,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,990,590 | 161,389 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,852,196 | 238,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,831,896 | 160,425 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,721,350 | 179,500 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $3,843,125 | 71,500 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||