Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$406,558
-$31,633 QoQ
Shares Held
5,063
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#729
of 1,281 holders
Holding Since
Mar 2025
6 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, 2026Waterloo Capital, L.P. holds $12,354,822 across 12 Utilities - Regulated Electric names. XEL ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
41,471 | $3,969,189 | |
| 2 | FE |
Firstenergy Corp
|
58,982 | $2,804,004 | |
| 3 | NEE |
Nextera Energy Inc
|
31,553 | $2,769,406 | |
| 4 | EIX |
Edison International
|
7,313 | $544,452 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,610 | $493,884 | |
| 6 | XEL |
Xcel Energy Inc
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|
5,063 | $406,558 | |
| 7 | DUK |
Duke Energy CORP
|
2,120 | $268,349 | |
| 8 | DTE |
Dte Energy Co
|
1,528 | $232,821 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,558 | 5,063 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $438,191 | 5,516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $349,948 | 4,738 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $400,991 | 4,972 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $313,872 | 4,609 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $319,333 | 4,511 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||