Stratos Investment Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1707206 BEACHWOOD, OH

Position in XEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,065,099

+$12,519 QoQ

Shares Held

13,264

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#538

of 1,278 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stratos Investment Management, LLC holds $12,941,848 across 8 Utilities - Regulated Electric names. XEL ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	26,861	$2,971,632
2	EXC	Exelon Corp	62,803	$2,927,875
3	DUK	Duke Energy CORP	18,601	$2,354,514
4	NEE	Nextera Energy Inc	25,114	$2,204,255
5	XEL	Xcel Energy Inc This page	13,264	$1,065,099
6	CNP	Centerpoint Energy Inc	19,081	$840,327
7	AEP	American Electric Power Co Inc	2,494	$341,204
8	TXNM	Txnm Energy Inc	4,173	$236,942

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,099	13,264	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$1,052,580	13,250	+6.7%	Shares	Sole	2026-04-28
2025-12-31	$917,562	12,423	+5.8%	Shares	Sole	2026-01-20
2025-09-30	$947,234	11,745	+3.3%	Shares	Sole	2025-11-06
2025-06-30	$774,228	11,369	+5.0%	Shares	Sole	2025-07-29
2025-03-31	$766,372	10,826	+47.1%	Shares	Sole	2025-04-30
2024-12-31	$496,947	7,360	-11.3%	Shares	Sole	2025-01-27
2024-09-30	$542,120	8,302	+14.4%	Shares	Sole	2024-10-17
2024-06-30	$387,756	7,260	+13.8%	Shares	Sole	2024-07-24
2024-03-31	$342,817	6,378	+4.2%	Shares	Sole	2024-04-16
2023-12-31	$379,013	6,122	-5.3%	Shares	Sole	2024-01-24
2023-09-30	$370,041	6,467	+10.5%	Shares	Sole	2023-10-24
2023-06-30	$364,005	5,855	+21.0%	Shares	Sole	2023-07-18
2023-03-31	$326,342	4,839	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.