Oak Thistle LLC

Position in XEL — Xcel Energy Inc

CIK 1755987 NEW YORK, NY

Position in XEL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,284,189

+$3,000,827 QoQ

Shares Held

40,899

+1046.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#358

of 1,281 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Oak Thistle LLC holds $23,665,269 across 11 Utilities - Regulated Electric names. XEL ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	145,671	$5,295,140
2	PCG	PG&E Corp	237,073	$3,987,567
3	XEL	Xcel Energy Inc This page	40,899	$3,284,189
4	AEP	American Electric Power Co Inc	20,889	$2,857,824
5	EVRG	Evergy, Inc.	19,158	$1,655,825
6	IDA	Idacorp Inc	10,145	$1,534,938
7	PNW	Pinnacle West Capital Corp	10,049	$1,075,243
8	D	Dominion Energy, Inc	15,515	$1,059,519

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,284,189	40,899	+1046.6%	Shares	Sole	2026-07-21
2026-03-31	$283,362	3,567	-90.2%	Shares	Sole	2026-04-13
2025-12-31	$2,700,764	36,566	+876.9%	Shares	Sole	2026-01-21
2025-09-30	$301,872	3,743	-82.1%	Shares	Sole	2025-10-07
2025-03-31	$1,479,440	20,899	-1.5%	Shares	Sole	2025-05-06
2024-12-31	$1,432,571	21,217	+187.8%	Shares	Sole	2025-01-14
2024-06-30	$393,685	7,371	+59.7%	Shares	Sole	2024-08-06
2023-12-31	$285,776	4,616	-72.4%	Shares	Sole	2024-01-22
2023-06-30	$1,038,922	16,711	+339.3%	Shares	Sole	2023-07-26
2023-03-31	$256,541	3,804	+13.5%	Shares	Sole	2023-04-27
2022-06-30	$237,187	3,352	-76.2%	Shares	Sole	2022-08-01
2022-03-31	$1,014,781	14,061	+23.4%	Shares	Other	2022-05-10
2021-12-31	$771,306	11,393	—	Shares	Other	2022-01-25
No filing history on record for this holder in this stock.