Position in XEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$473,207
+$4,353 QoQ
Shares Held
5,893
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#693
of 1,281 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AlTi Global, Inc. holds $11,217,881 across 10 Utilities - Regulated Electric names. XEL ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
87,565 | $6,519,214 | |
| 2 | NEE |
Nextera Energy Inc
|
14,973 | $1,314,179 | |
| 3 | ED |
Consolidated Edison Inc
|
9,555 | $1,057,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,934 | $538,209 | |
| 5 | XEL |
Xcel Energy Inc
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|
5,893 | $473,207 | |
| 6 | DUK |
Duke Energy CORP
|
2,633 | $333,284 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,544 | $287,630 | |
| 8 | ETR |
Entergy Corp /De/
|
2,370 | $272,217 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,207 | 5,893 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $468,854 | 5,902 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $427,353 | 5,786 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||