Position in XEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$285,948
+$3,063 QoQ
Shares Held
3,561
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#836
of 1,278 holders
Holding Since
Dec 2021
17 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, 2026LCM Capital Management Inc holds $2,263,647 across 7 Utilities - Regulated Electric names. XEL ranks #5 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
4,292 | $492,979 | |
| 2 | SO |
Southern Co
|
4,191 | $401,120 | |
| 3 | DUK |
Duke Energy CORP
|
2,629 | $332,778 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,204 | $301,529 | |
| 5 | XEL |
Xcel Energy Inc
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|
3,561 | $285,948 | |
| 6 | NEE |
Nextera Energy Inc
|
2,840 | $249,266 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,713 | $200,027 |
All Filings in XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,948 | 3,561 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $282,885 | 3,561 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $265,009 | 3,588 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $288,081 | 3,572 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $243,253 | 3,572 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $242,455 | 3,425 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $231,323 | 3,426 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $223,717 | 3,426 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $214,580 | 3,466 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,501 | 3,539 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $219,957 | 3,538 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $242,716 | 3,599 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $252,255 | 3,598 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $230,272 | 3,598 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $254,594 | 3,598 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $254,110 | 3,521 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $235,392 | 3,477 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||