Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$593,095
+$6,352 QoQ
Shares Held
7,386
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#653
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $26,839,933 across 6 Utilities - Regulated Electric names. XEL ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
75,863 | $10,378,817 | |
| 2 | ETR |
Entergy Corp /De/
|
67,075 | $7,704,234 | |
| 3 | SO |
Southern Co
|
56,100 | $5,369,331 | |
| 4 | NEE |
Nextera Energy Inc
|
17,610 | $1,545,629 | |
| 5 | EVRG |
Evergy, Inc.
|
14,449 | $1,248,827 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
7,386 | $593,095 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,095 | 7,386 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $586,743 | 7,386 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $552,915 | 7,486 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $487,932 | 6,050 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $412,005 | 6,050 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $428,279 | 6,050 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $408,496 | 6,050 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $395,065 | 6,050 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $323,130 | 6,050 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $325,187 | 6,050 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $374,555 | 6,050 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $346,181 | 6,050 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $376,128 | 6,050 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $408,012 | 6,050 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $438,187 | 6,250 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $400,000 | 6,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $442,250 | 6,250 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $465,496 | 6,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $497,595 | 7,350 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $464,000 | 7,424 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $508,857 | 7,724 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $522,103 | 7,850 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $530,026 | 7,950 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $571,057 | 8,275 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $542,187 | 8,675 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $530,640 | 8,800 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||