Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,078,292
+$7,238,710 QoQ
Shares Held
125,508
+251.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#225
of 1,281 holders
Holding Since
Mar 2020
19 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, 2026Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. XEL ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
119,484 | $13,506,471 | |
| 2 | EVRG |
Evergy, Inc.
|
155,455 | $13,435,975 | |
| 3 | DUK |
Duke Energy CORP
|
100,170 | $12,679,518 | |
| 4 | ED |
Consolidated Edison Inc
|
114,406 | $12,656,735 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
125,508 | $10,078,292 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
88,351 | $9,453,557 | |
| 7 | CNP |
Centerpoint Energy Inc
|
206,872 | $9,110,642 | |
| 8 | POR |
Portland General Electric Co /Or/
|
122,295 | $6,338,549 |
All Filings in XEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,078,292 | 125,508 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,839,582 | 35,745 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,693,535 | 22,929 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,147,608 | 39,028 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $3,127,148 | 44,175 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $1,219,151 | 18,670 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $2,981,771 | 48,163 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,317,103 | 19,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $974,949 | 13,906 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $273,416 | 3,864 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $350,601 | 4,858 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $446,955 | 6,602 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,464,500 | 39,432 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,311,012 | 19,900 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,055,979 | 60,983 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,899,744 | 43,494 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,998,946 | 72,438 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,783,875 | 60,542 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,387,216 | 39,589 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||