Gallagher Fiduciary Advisors, LLC

Position in XEL — Xcel Energy Inc

CIK 1527781 ROLLING MEADOWS, IL

Position in XEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,441,545

+$15,439 QoQ

Shares Held

17,952

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#478

of 1,281 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $653,713,412 across 8 Utilities - Regulated Electric names. XEL ranks #2 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	38,625,717	$649,684,559
2	XEL	Xcel Energy Inc This page	17,952	$1,441,545
3	DTE	Dte Energy Co	4,092	$623,498
4	ES	Eversource Energy	8,357	$603,960
5	EIX	Edison International	5,840	$434,788
6	NGG	National Grid PLC	5,095	$422,222
7	AEP	American Electric Power Co Inc	2,034	$278,271
8	PEG	Public Service Enterprise Group Inc	2,767	$224,569

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,441,545	17,952	0.0%	Shares	Sole	2026-08-14
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.