Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,985,578
+$42,714 QoQ
Shares Held
24,727
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#430
of 1,278 holders
Holding Since
Mar 2020
25 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, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. XEL ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,578 | 24,727 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,942,864 | 24,457 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,829,290 | 24,767 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,007,942 | 24,897 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,498 | 22 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $707 | 10 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $675 | 10 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $653 | 10 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $534 | 10 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $16,591 | 268 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $60,367 | 1,055 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $65,465 | 1,053 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $71,014 | 1,053 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $71,792 | 1,024 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,536 | 1,024 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $56,608 | 800 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $57,736 | 800 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $54,160 | 800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $50,000 | 800 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $52,704 | 800 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $53,208 | 800 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $53,336 | 800 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $55,208 | 800 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $50,000 | 800 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $48,240 | 800 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||