Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,220,303
+$204,224 QoQ
Shares Held
65,010
+3.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#297
of 1,278 holders
Holding Since
Dec 2021
19 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, 2026Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. XEL ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
245,711 | $21,566,054 | |
| 2 | SO |
Southern Co
|
120,111 | $11,495,823 | |
| 3 | DUK |
Duke Energy CORP
|
84,401 | $10,683,478 | |
| 4 | AEP |
American Electric Power Co Inc
|
58,757 | $8,038,545 | |
| 5 | EXC |
Exelon Corp
|
149,839 | $6,985,494 | |
| 6 | ETR |
Entergy Corp /De/
|
56,685 | $6,510,839 | |
| 7 | D |
Dominion Energy, Inc
|
93,312 | $6,372,276 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
65,010 | $5,220,303 |
All Filings in XEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220,303 | 65,010 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,016,079 | 63,143 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,715,665 | 63,846 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,940,538 | 61,259 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,511,780 | 51,568 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,384,469 | 47,810 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,846,373 | 42,156 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,600,768 | 39,828 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,836,128 | 34,378 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,744,886 | 32,463 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,989,973 | 32,143 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,879,333 | 32,844 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,782,165 | 28,666 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,158,754 | 17,182 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $795,818 | 11,351 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $517,248 | 8,082 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $575,278 | 8,130 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $614,888 | 8,520 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $318,257 | 4,701 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||