Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$799,707
-$701,947 QoQ
Shares Held
9,959
-47.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#585
of 1,278 holders
Holding Since
Sep 2025
4 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, 2026PARTNERS CAPITAL INVESTMENT GROUP, LLP holds $7,140,270 across 7 Utilities - Regulated Electric names. XEL ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
248,360 | $4,177,415 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
9,959 | $799,707 | |
| 3 | ES |
Eversource Energy
|
9,929 | $717,568 | |
| 4 | CNP |
Centerpoint Energy Inc
|
13,151 | $579,170 | |
| 5 | AEE |
Ameren Corp
|
2,575 | $291,078 | |
| 6 | ETR |
Entergy Corp /De/
|
2,525 | $290,021 | |
| 7 | DUK |
Duke Energy CORP
|
2,254 | $285,311 |
All Filings in XEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,707 | 9,959 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,501,654 | 18,903 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $384,884 | 5,211 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $420,267 | 5,211 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||