Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,866,861
+$1,452,498 QoQ
Shares Held
122,875
+16.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#229
of 1,285 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 97%
Shared 3%
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 Jun 30, 2026LMR Partners LLP holds $117,159,878 across 19 Utilities - Regulated Electric names. XEL ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
943,488 | $53,571,248 | |
| 2 | PPL |
PPL Corp
|
305,069 | $11,089,258 | |
| 3 | XEL |
Xcel Energy Inc
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|
122,875 | $9,866,861 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
103,552 | $7,416,393 | |
| 5 | ETR |
Entergy Corp /De/
|
62,858 | $7,219,869 | |
| 6 | CNP |
Centerpoint Energy Inc
|
155,871 | $6,864,557 | |
| 7 | NGG |
National Grid PLC
|
62,901 | $5,212,605 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
3,937,112 | $4,890,170 |
All Filings in XEL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,866,861 | 122,875 | Shares | Other | 2026-08-14 | |
| 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. | ||||||