Position in XEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,737,428
-$3,235,997 QoQ
Shares Held
135,164
-28.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026BTG Pactual Asset Management US LLC holds $106,214,383 across 16 Utilities - Regulated Electric names. XEL ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
132,735 | $14,590,231 | |
| 2 | D |
Dominion Energy, Inc
|
202,152 | $12,497,036 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
106,076 | $12,280,418 | |
| 4 | AEP |
American Electric Power Co Inc
|
93,020 | $12,193,061 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
135,164 | $10,737,428 | |
| 6 | PCG |
PG&E Corp
|
483,276 | $8,491,159 | |
| 7 | FE |
Firstenergy Corp
|
142,494 | $7,218,746 | |
| 8 | OGE |
Oge Energy Corp.
|
119,712 | $5,741,387 |
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,737,428 | 135,164 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,973,425 | 189,188 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,731,210 | 83,462 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,996,360 | 73,368 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,187,167 | 101,528 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,588,061 | 97,572 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,884,109 | 59,481 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,747,823 | 107,617 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||