Neo Ivy Capital Management

Position in XEL — Xcel Energy Inc

CIK 1727783 NEW YORK, NY

Position in XEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$396,039

-$203,997 QoQ

Shares Held

4,932

-33.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#736

of 1,278 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Neo Ivy Capital Management holds $3,992,614 across 6 Utilities - Regulated Electric names. XEL ranks #5 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	10,049	$1,111,720
2	POR	Portland General Electric Co /Or/	18,013	$933,613
3	ES	Eversource Energy	11,916	$861,169
4	PPL	PPL Corp	10,920	$396,942
5	XEL	Xcel Energy Inc This page	4,932	$396,039
6	FE	Firstenergy Corp	6,166	$293,131

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,039	4,932	-33.7%	Shares	Sole	2026-08-14
2025-09-30	$600,036	7,440	-74.9%	Shares	Sole	2025-11-12
2025-03-31	$2,099,065	29,652	+53.5%	Shares	Sole	2025-05-06
2023-06-30	$1,200,937	19,317	+146.1%	Shares	Sole	2023-08-16
2022-12-31	$550,223	7,848	+287.7%	Shares	Sole	2023-03-27
2022-09-30	$129,536	2,024	+133.7%	Shares	Sole	2022-11-16
2022-06-30	$61,278	866	-26.5%	Shares	Sole	2022-08-16
2021-12-31	$79,750	1,178	-46.2%	Shares	Sole	2022-02-15
2021-06-30	$144,145	2,188	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.