Position in XEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,651,546
+$1,606,877 QoQ
Shares Held
95,287
+25.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#249
of 1,278 holders
Holding Since
Mar 2024
10 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, 2026Oliver Luxxe Assets LLC holds $23,826,249 across 5 Utilities - Regulated Electric names. XEL ranks #2 (32.1% of the industry book) .
All Filings in XEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,651,546 | 95,287 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,044,669 | 76,091 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,476,645 | 74,149 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,722,783 | 58,559 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,898,929 | 57,253 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,988,459 | 98,721 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,617,027 | 98,001 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $6,264,882 | 95,940 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $5,043,025 | 94,421 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,110,550 | 95,080 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||