Position in XEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$275,188
-$2,613 QoQ
Shares Held
3,427
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#848
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. XEL ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,654 | $445,434 | |
| 2 | DUK |
Duke Energy CORP
|
3,100 | $392,398 | |
| 3 | NEE |
Nextera Energy Inc
|
3,942 | $345,989 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,715 | $301,509 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
3,427 | $275,188 | |
| 6 | D |
Dominion Energy, Inc
|
3,208 | $219,074 | |
| 7 | EXC |
Exelon Corp
|
4,580 | $213,519 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,470 | $201,110 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,188 | 3,427 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $277,801 | 3,497 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $262,941 | 3,560 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $286,388 | 3,551 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $310,331 | 4,557 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $183,062 | 2,586 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $180,886 | 2,679 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $266,946 | 4,088 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $221,704 | 4,151 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $264,342 | 4,918 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $344,219 | 5,560 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $380,741 | 6,654 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $411,503 | 6,619 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $441,597 | 6,548 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $501,496 | 7,153 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $444,928 | 6,952 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $486,616 | 6,877 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $505,550 | 7,005 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $396,992 | 5,864 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $394,125 | 6,306 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $481,319 | 7,306 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $512,991 | 7,713 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $321,482 | 4,822 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $325,865 | 4,722 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $290,875 | 4,654 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $127,896 | 2,121 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||