Cresset Asset Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1761013 Chicago, IL

Position in XEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,023,439

+$562,425 QoQ

Shares Held

87,465

+7.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#263

of 1,278 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Utilities · as of Jun 30, 2026

Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. XEL ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	296,249	$26,001,774
2	PPL	PPL Corp	295,058	$10,725,358
3	EXC	Exelon Corp	220,583	$10,283,579
4	ED	Consolidated Edison Inc	77,546	$8,578,913
5	XEL	Xcel Energy Inc This page	87,465	$7,023,439
6	ES	Eversource Energy	84,891	$6,135,072
7	WEC	Wec Energy Group, Inc.	19,059	$2,225,519
8	DUK	Duke Energy CORP	17,146	$2,170,340

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,023,439	87,465	+7.5%	Shares	Sole	2026-08-14
2026-03-31	$6,461,014	81,332	-34.3%	Shares	Sole	2026-05-15
2025-12-31	$9,145,345	123,820	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$9,939,951	123,248	+2.4%	Shares	Sole	2026-01-22
2025-06-30	$8,192,634	120,303	-6.5%	Shares	Sole	2026-01-22
2025-03-31	$9,104,868	128,618	+1098.0%	Shares	Sole	2025-05-13
2024-12-31	$724,894	10,736	-77.0%	Shares	Sole	2025-02-14
2024-09-30	$3,052,642	46,748	+20.1%	Shares	Defined	2024-11-14
2024-06-30	$2,078,396	38,914	+18.4%	Shares	Defined	2024-08-14
2024-03-31	$1,767,192	32,878	-16.2%	Shares	Defined	2024-05-15
2023-12-31	$2,430,091	39,252	+24.3%	Shares	Defined	2024-02-14
2023-09-30	$1,806,549	31,572	+9.0%	Shares	Defined	2023-11-14
2023-06-30	$1,801,313	28,974	+450.0%	Shares	Defined	2023-08-14
2023-03-31	$355,273	5,268	+26.8%	Shares	Sole	2023-05-12
2022-09-30	$265,920	4,155	-54.3%	Shares	Sole	2022-11-14
2022-06-30	$643,845	9,099	-15.0%	Shares	Sole	2022-08-15
2022-03-31	$772,579	10,705	-6.2%	Shares	Sole	2022-05-16
2021-12-31	$772,795	11,415	+46.1%	Shares	Sole	2022-02-10
2021-09-30	$488,375	7,814	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$520,979	7,908	+140.7%	Shares	Sole	2021-08-10
2021-03-31	$218,485	3,285	-17.9%	Shares	Sole	2021-05-12
2020-12-31	$266,680	4,000	-6.9%	Shares	Sole	2021-02-11
2020-09-30	$296,535	4,297	-5.5%	Shares	Sole	2020-11-13
2020-06-30	$284,312	4,549	+0.5%	Shares	Defined	2020-08-04
2020-03-31	$273,038	4,528	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.