Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,414,363
+$7,780,792 QoQ
Shares Held
105,921
+1134.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 80%
Shared 20%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Dec 31, 2025CallValue
$5,096,340
CallShares
69,000
PutValue
$0
PutShares
0
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, 2026LMR Partners LLP holds $80,076,877 across 13 Utilities - Regulated Electric names. XEL ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
698,496 | $40,834,075 | |
| 2 | ETR |
Entergy Corp /De/
|
100,225 | $11,261,280 | |
| 3 | NGG |
National Grid PLC
|
107,901 | $9,128,424 | |
| 4 | XEL |
Xcel Energy Inc
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|
105,921 | $8,414,363 | |
| 5 | IMSR |
Terrestrial Energy Inc. /DE/
|
690,702 | $4,147,665 | |
| 6 | LNT |
Alliant Energy Corp
|
14,635 | $1,050,207 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
15,852 | $1,045,280 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
8,046 | $931,485 |
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,414,363 | 105,921 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $633,571 | 8,578 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $5,096,340 | 69,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $346,230 | 4,293 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $220,167 | 3,233 | Shares | Other | 2025-08-14 | |
| 2023-12-31 | $12,382,061 | 200,001 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,072,455 | 333,318 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $16,859,055 | 249,986 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,963,107 | 199,160 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,996,352 | 31,193 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $1,005,783 | 15,086 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $2,437,875 | 39,006 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $542,880 | 9,003 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||