Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,181,597
-$6,976,667 QoQ
Shares Held
1,060,792
-8.6% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
#72
of 1,281 holders
Holding Since
Mar 2021
21 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, 2026HITE Hedge Asset Management LLC holds $668,362,892 across 12 Utilities - Regulated Electric names. XEL ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
2,133,988 | $110,604,598 | |
| 2 | ETR |
Entergy Corp /De/
|
865,782 | $99,443,720 | |
| 3 | DTE |
Dte Energy Co
|
576,287 | $87,808,850 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
1,060,792 | $85,181,597 | |
| 5 | AEP |
American Electric Power Co Inc
|
376,380 | $51,492,547 | |
| 6 | PPL |
PPL Corp
|
1,392,576 | $50,620,137 | |
| 7 | AEE |
Ameren Corp
|
416,326 | $47,061,491 | |
| 8 | LNT |
Alliant Energy Corp
|
545,246 | $41,596,817 |
All Filings in XEL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,181,597 | 1,060,792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $92,158,264 | 1,160,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $123,253,357 | 1,668,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $94,326,062 | 1,169,573 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,378,219 | 827,874 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,537,718 | 742,163 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $44,346,933 | 656,797 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,707,740 | 317,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,435,544 | 64,324 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,571,837 | 215,290 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,371,561 | 119,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,054,000 | 700,000 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $27,233,081 | 403,812 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,185,958 | 316,445 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,757,312 | 355,583 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,138,229 | 383,525 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,852,276 | 469,063 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,998,840 | 339,717 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,296,625 | 340,746 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,907,546 | 180,746 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,356,316 | 170,746 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||