Position in XEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$219,016
New position
Shares Held
2,757
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in XEL
reported options exposure · as of Mar 31, 2026CallValue
$794,400
CallShares
10,000
PutValue
$993,000
PutShares
12,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Banco BTG Pactual S.A. holds $1,464,087 across 2 Utilities - Regulated Electric names. XEL ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENIC |
Enel Chile S.A.
|
316,008 | $1,245,071 | |
| 2 | XEL |
Xcel Energy Inc
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|
2,757 | $219,016 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $794,400 | 10,000 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $993,000 | 12,500 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $219,016 | 2,757 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||