Position in XEL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,264,572
+$88,491 QoQ
Shares Held
53,108
+1.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#326
of 1,278 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $5,408,621 across 5 Utilities - Regulated Electric names. XEL ranks #1 (78.8% of the industry book) .
All Filings in XEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,264,572 | 53,108 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,176,081 | 52,569 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,429,762 | 46,436 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,615,781 | 44,833 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,999,941 | 44,052 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $530,641 | 7,496 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $411,939 | 6,101 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $344,065 | 5,269 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $265,714 | 4,975 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $249,077 | 4,634 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $303,544 | 4,903 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $244,844 | 4,279 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $261,611 | 4,208 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $282,775 | 4,193 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $268,801 | 3,834 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $229,888 | 3,592 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $250,207 | 3,536 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||