Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,559,208
+$22,181,003 QoQ
Shares Held
505,096
+118.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#113
of 1,285 holders
Holding Since
Jun 2021
21 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 Jun 30, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. XEL ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in XEL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,559,208 | 505,096 | Shares | Defined | 2026-08-13 | |
| 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 | 2023-05-15 | |
| 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. | ||||||