Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,090,851
+$25,968 QoQ
Shares Held
26,038
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#419
of 1,278 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pallas Capital Advisors LLC holds $28,753,047 across 17 Utilities - Regulated Electric names. XEL ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,553 | $6,543,516 | |
| 2 | DTE |
Dte Energy Co
|
40,962 | $6,241,379 | |
| 3 | EIX |
Edison International
|
59,756 | $4,448,834 | |
| 4 | PCG |
PG&E Corp
|
218,436 | $3,674,093 | |
| 5 | XEL |
Xcel Energy Inc
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|
26,038 | $2,090,851 | |
| 6 | ES |
Eversource Energy
|
24,306 | $1,756,594 | |
| 7 | EVRG |
Evergy, Inc.
|
9,898 | $855,484 | |
| 8 | ETR |
Entergy Corp /De/
|
4,766 | $547,422 |
All Filings in XEL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,851 | 26,038 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,064,883 | 25,993 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,923,905 | 26,048 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,164,646 | 26,840 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,841,151 | 27,036 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,955,219 | 27,620 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,897,919 | 28,109 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,827,485 | 27,986 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $954,062 | 17,863 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $704,716 | 13,111 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $755,116 | 12,197 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $694,536 | 12,138 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||