Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$647,137
-$4,588 QoQ
Shares Held
8,059
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#628
of 1,278 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Old Port Advisors holds $14,336,409 across 11 Utilities - Regulated Electric names. XEL ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
50,971 | $4,223,966 | |
| 2 | EIX |
Edison International
|
33,841 | $2,519,462 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
22,139 | $1,796,801 | |
| 4 | SO |
Southern Co
|
17,577 | $1,682,294 | |
| 5 | PPL |
PPL Corp
|
43,774 | $1,591,184 | |
| 6 | XEL |
Xcel Energy Inc
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|
8,059 | $647,137 | |
| 7 | CNP |
Centerpoint Energy Inc
|
13,031 | $573,885 | |
| 8 | DUK |
Duke Energy CORP
|
4,196 | $531,129 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,137 | 8,059 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $651,725 | 8,204 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $608,975 | 8,245 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $673,185 | 8,347 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $579,190 | 8,505 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $605,608 | 8,555 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $581,144 | 8,607 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $576,729 | 8,832 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $481,010 | 9,006 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $482,191 | 8,971 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $583,935 | 9,432 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $580,954 | 10,153 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $717,696 | 10,642 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $789,578 | 11,262 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $738,368 | 11,537 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $816,358 | 11,537 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $837,316 | 11,602 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $806,645 | 11,915 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $810,625 | 12,970 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $940,832 | 14,281 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,142,375 | 17,176 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,190,126 | 17,851 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,262,123 | 18,289 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,160,687 | 18,571 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,103,731 | 18,304 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||