Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$335,332
+$4,306 QoQ
Shares Held
4,176
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#787
of 1,278 holders
Holding Since
Jun 2021
21 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, 2026Triumph Capital Management holds $2,613,031 across 21 Utilities - Regulated Electric names. XEL ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
11,885 | $884,838 | |
| 2 | D |
Dominion Energy, Inc
|
7,440 | $508,077 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
4,176 | $335,332 | |
| 4 | PPL |
PPL Corp
|
4,551 | $165,428 | |
| 5 | ED |
Consolidated Edison Inc
|
1,473 | $162,957 | |
| 6 | NEE |
Nextera Energy Inc
|
1,660 | $145,698 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
1,380 | $98,835 | |
| 8 | SO |
Southern Co
|
689 | $65,944 |
All Filings in XEL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,332 | 4,176 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $331,026 | 4,167 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $301,496 | 4,082 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $328,406 | 4,072 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $272,536 | 4,002 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $283,301 | 4,002 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $276,291 | 4,092 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $335,119 | 5,132 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $659,186 | 12,342 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $249,185 | 4,636 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $248,816 | 4,019 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $241,125 | 4,214 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $223,190 | 3,590 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $235,365 | 3,490 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $261,159 | 3,725 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $251,200 | 3,925 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $281,200 | 3,974 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $286,803 | 3,974 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,270,593 | 18,768 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,244,875 | 19,918 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,358,116 | 20,615 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||