Position in XEL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$609,878
+$27,027 QoQ
Shares Held
7,595
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#646
of 1,278 holders
Holding Since
Mar 2020
22 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, 2026CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. XEL ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
16,824 | $2,301,691 | |
| 2 | SO |
Southern Co
|
21,222 | $2,031,157 | |
| 3 | NEE |
Nextera Energy Inc
|
21,432 | $1,881,086 | |
| 4 | DUK |
Duke Energy CORP
|
7,220 | $913,907 | |
| 5 | PPL |
PPL Corp
|
19,600 | $712,460 | |
| 6 | DTE |
Dte Energy Co
|
4,465 | $680,332 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
7,595 | $609,878 | |
| 8 | D |
Dominion Energy, Inc
|
8,094 | $552,739 |
All Filings in XEL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,878 | 7,595 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $582,851 | 7,337 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $539,621 | 7,306 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $562,049 | 6,969 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $460,424 | 6,761 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $483,212 | 6,826 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $405,390 | 6,004 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $251,143 | 3,846 | Shares | Sole | 2024-10-11 | |
| 2023-12-31 | $353,320 | 5,707 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $335,595 | 5,865 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $326,516 | 5,252 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $373,887 | 5,544 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $325,380 | 4,641 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $208,128 | 3,252 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $236,126 | 3,337 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $52,562 | 841 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $77,738 | 1,180 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $70,833 | 1,065 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $34,601 | 519 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $79,775 | 1,156 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $28,500 | 456 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $21,466 | 356 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||