Stone House Investment Management, LLC
Position in XEL — Xcel Energy Inc
CIK 1696497
TUNKHANNOCK, PA
Position in XEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$16,943
+$8,126 QoQ
Shares Held
211
+90.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,163
of 1,278 holders
Holding Since
Jun 2025
5 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, 2026Stone House Investment Management, LLC holds $631,807 across 24 Utilities - Regulated Electric names. XEL ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
1,834 | $207,315 | |
| 2 | FE |
Firstenergy Corp
|
2,272 | $108,010 | |
| 3 | SO |
Southern Co
|
1,104 | $105,663 | |
| 4 | NEE |
Nextera Energy Inc
|
585 | $51,345 | |
| 5 | D |
Dominion Energy, Inc
|
385 | $26,291 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
178 | $20,785 | |
| 7 | TXNM |
Txnm Energy Inc
|
317 | $17,999 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
211 | $16,943 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,943 | 211 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,817 | 111 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,954 | 40 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,226 | 40 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,107 | 75 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||