Gallagher Fiduciary Advisors, LLC

Position in XEL — Xcel Energy Inc

CIK 1527781 ROLLING MEADOWS, IL

Position in XEL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,426,106

+$100,689 QoQ

Shares Held

17,952

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Gallagher Fiduciary Advisors, LLC holds $329,125,074 across 8 Utilities - Regulated Electric names. XEL ranks #2 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	18,506,793	$325,164,352
2	XEL	Xcel Energy Inc This page	17,952	$1,426,106
3	DTE	Dte Energy Co	4,176	$610,614
4	ES	Eversource Energy	8,397	$581,744
5	EIX	Edison International	6,084	$445,227
6	NGG	National Grid PLC	4,818	$407,602
7	AEP	American Electric Power Co Inc	2,038	$267,141
8	PEG	Public Service Enterprise Group Inc	2,746	$222,288

13 filing rows on record

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
No filing history on record for this holder in this stock.