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OARSMAN CAPITAL, INC.

Position in XEL — Xcel Energy Inc

CIK 1569667 MILWAUKEE, WI

Position in XEL

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$593,818
-$1,982 QoQ
Shares Held
7,395
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#652
of 1,281 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in XEL Over Time

Shares Held

Position Value (USD)

Derivatives in XEL

reported options exposure · as of Sep 30, 2024
CallValue
$0
CallShares
0
PutValue
$326,500
PutShares
5,000

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 Jun 30, 2026

OARSMAN CAPITAL, INC. holds $2,135,559 across 5 Utilities - Regulated Electric names. XEL ranks #2 (27.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 XEL
Xcel Energy Inc
This page
7,395 $593,818

All Filings in XEL

Export CSV
34 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $593,818 7,395
2026-03-31 $595,800 7,500
2025-12-31 $561,336 7,600
2025-09-30 $612,940 7,600
2025-06-30 $559,918 8,222
2025-03-31 $585,574 8,272
2024-12-31 $558,525 8,272
2024-09-30 $540,161 8,272
2024-09-30 $326,500 5,000
2024-06-30 $267,050 5,000
2024-06-30 $441,807 8,272
2024-03-31 $444,620 8,272
2024-03-31 $241,875 4,500
2023-12-31 $371,460 6,000
2023-12-31 $512,119 8,272
2023-09-30 $496,211 8,672
2023-09-30 $343,320 6,000
2023-06-30 $539,138 8,672
2023-06-30 $186,510 3,000
2023-03-31 $337,200 5,000
2023-03-31 $584,839 8,672
2022-12-31 $280,440 4,000
2022-12-31 $607,993 8,672
2022-09-30 $555,008 8,672
2022-09-30 $320,000 5,000
2022-06-30 $613,630 8,672
2022-03-31 $625,858 8,672
2021-12-31 $587,094 8,672
2021-09-30 $542,000 8,672
2021-06-30 $571,311 8,672
2021-03-31 $576,774 8,672
2020-12-31 $578,162 8,672
2020-09-30 $598,454 8,672
2020-06-30 $542,000 8,672