Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,036,849
+$333,795 QoQ
Shares Held
212,165
+0.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#169
of 1,278 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Blue Chip Partners, LLC holds $56,416,866 across 7 Utilities - Regulated Electric names. XEL ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
135,909 | $20,708,454 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
212,165 | $17,036,849 | |
| 3 | NEE |
Nextera Energy Inc
|
185,203 | $16,255,267 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,188 | $846,580 | |
| 5 | EXC |
Exelon Corp
|
15,916 | $742,003 | |
| 6 | ES |
Eversource Energy
|
8,060 | $582,496 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,100 | $245,217 |
All Filings in XEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,036,849 | 212,165 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,703,054 | 210,260 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,165,082 | 205,322 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,498,973 | 204,575 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,100,922 | 207,062 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $14,790,933 | 208,941 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,539,785 | 200,530 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,968,318 | 198,596 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||