Position in XEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$305,140
+$3,268 QoQ
Shares Held
3,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#819
of 1,281 holders
Holding Since
Jun 2025
5 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, 2026M.E. ALLISON & CO., INC. holds $2,334,739 across 6 Utilities - Regulated Electric names. XEL ranks #3 (13.1% of the industry book) .
All Filings in XEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,140 | 3,800 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $301,872 | 3,800 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $280,668 | 3,800 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $306,470 | 3,800 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $258,780 | 3,800 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||