Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,135,899
-$1,104,776 QoQ
Shares Held
26,599
-34.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#417
of 1,281 holders
Holding Since
Mar 2020
26 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, 2026Tower Research Capital LLC (TRC) holds $27,023,179 across 34 Utilities - Regulated Electric names. XEL ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
62,092 | $2,257,043 | |
| 2 | SO |
Southern Co
|
22,396 | $2,140,072 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
26,599 | $2,135,899 | |
| 4 | NEE |
Nextera Energy Inc
|
22,751 | $1,996,855 | |
| 5 | DUK |
Duke Energy CORP
|
15,415 | $1,951,229 | |
| 6 | PCG |
PG&E Corp
|
87,717 | $1,475,399 | |
| 7 | D |
Dominion Energy, Inc
|
20,973 | $1,432,246 | |
| 8 | CNP |
Centerpoint Energy Inc
|
31,997 | $1,409,147 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,135,899 | 26,599 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $3,240,675 | 40,794 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,047,611 | 41,262 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,147,891 | 14,233 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $578,032 | 8,488 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,608,399 | 36,847 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,833,042 | 56,769 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,794,965 | 27,488 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,192,198 | 97,214 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,790,842 | 33,318 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,443,188 | 87,921 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,703,701 | 47,251 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,033,140 | 16,618 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,227,677 | 18,204 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $1,079,132 | 15,392 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $11,152,832 | 174,263 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $5,912,563 | 83,558 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $14,820,830 | 205,360 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,114,125 | 75,541 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,657,937 | 26,527 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,696,278 | 25,748 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $5,781,979 | 86,934 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,044,184 | 15,662 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,618,629 | 23,455 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $778,250 | 12,452 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $161,604 | 2,680 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||