Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,378,205
+$14,116,632 QoQ
Shares Held
231,347
+301.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Tidal Investments LLC holds $253,670,869 across 30 Utilities - Regulated Electric names. XEL ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
556,578 | $51,694,964 | |
| 2 | ETR |
Entergy Corp /De/
|
237,092 | $26,639,657 | |
| 3 | AEP |
American Electric Power Co Inc
|
202,265 | $26,512,895 | |
| 4 | IDA |
Idacorp Inc
|
143,105 | $20,459,721 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
231,347 | $18,378,205 | |
| 6 | OGE |
Oge Energy Corp.
|
326,414 | $15,654,815 | |
| 7 | CMS |
Cms Energy Corp
|
151,549 | $11,757,171 | |
| 8 | PPL |
PPL Corp
|
288,930 | $11,037,126 |
All Filings in XEL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,378,205 | 231,347 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,261,573 | 57,698 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,419,983 | 30,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,423,971 | 20,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,707,596 | 24,122 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,362,958 | 20,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,210,662 | 18,540 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,418,088 | 26,551 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,539,453 | 28,641 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,698,748 | 27,439 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,380,947 | 24,134 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $876,161 | 14,093 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $750,404 | 11,127 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $771,770 | 11,008 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $419,392 | 6,553 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $440,693 | 6,228 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $523,954 | 7,260 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $441,065 | 6,515 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $333,500 | 5,336 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $297,975 | 4,523 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||