Stocks
XEL
Gallagher Fiduciary Advisors, LLC

Gallagher Fiduciary Advisors, LLC

CIK

1527781

City

ROLLING MEADOWS

State / Country

IL

Stock

XEL — Xcel Energy Inc

Top Portfolio Positions

200 positions · $12,330,099,339 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	15,582,013	$10,133,606,333	82.19%
MCD	Mcdonalds Corp Consumer Cyclical	4,325,813	$1,344,419,421	10.90%
PCG	PG&E Corp Utilities	18,506,793	$325,164,352	2.64%
DAL	Delta Air Lines, Inc. Industrials	3,839,147	$255,226,491	2.07%
CBRE	Cbre Group, Inc. Real Estate	883,856	$119,727,132	0.97%
BEN	Franklin Resources Inc Financial Services	1,408,138	$33,260,218	0.27%
CLF	Cleveland-Cliffs Inc. Basic Materials	607,279	$5,131,507	0.04%
AAPL	Apple Inc. Technology	17,508	$4,443,355	0.04%
XOM	Exxon Mobil Corp Energy	20,490	$3,476,333	0.03%
NVDA	Nvidia Corp Technology	19,345	$3,373,768	0.03%

Portfolio Trend

25 quarters · across all stocks

Holdings in XEL

Compact Export CSV

Shares Held

Position Value (USD)

13 of 13 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,426,106	17,952	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,325,417	17,945	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,446,699	17,938	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$1,220,488	17,922	+5.0%	Shares	Sole	2025-08-14
2025-03-31	$1,207,960	17,064	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$1,168,231	17,302	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$1,125,445	17,235	0.0%	Shares	Sole	2024-11-14
2024-06-30	$920,521	17,235	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$925,575	17,220	+19.8%	Shares	Sole	2024-05-15
2023-12-31	$890,080	14,377	-3.8%	Shares	Defined	2024-02-14
2023-09-30	$855,038	14,943	+4.4%	Shares	Defined	2023-11-14
2023-06-30	$889,466	14,307	-0.3%	Shares	Defined	2023-08-14
2023-03-31	$967,831	14,351	—	Shares	Defined	2023-05-15
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