FOURPATH CAPITAL MANAGEMENT, LLC

Position in XEL — Xcel Energy Inc

CIK 1894484 OKLAHOMA CITY, OK

Position in XEL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$717,159

-$167,961 QoQ

Shares Held

8,931

-19.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#606

of 1,278 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FOURPATH CAPITAL MANAGEMENT, LLC holds $9,734,408 across 9 Utilities - Regulated Electric names. XEL ranks #8 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGE	Oge Energy Corp.	36,164	$1,759,740
2	DUK	Duke Energy CORP	11,314	$1,432,126
3	FE	Firstenergy Corp	28,799	$1,369,104
4	WEC	Wec Energy Group, Inc.	10,615	$1,239,513
5	NGG	National Grid PLC	13,075	$1,083,525
6	SO	Southern Co	10,333	$988,971
7	PPL	PPL Corp	25,602	$930,632
8	XEL	Xcel Energy Inc This page	8,931	$717,159

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,159	8,931	-19.8%	Shares	Sole	2026-07-22
2026-03-31	$885,120	11,142	-24.3%	Shares	Sole	2026-05-01
2025-12-31	$1,086,776	14,714	-9.6%	Shares	Sole	2026-01-23
2025-09-30	$1,312,417	16,273	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$1,106,216	16,244	-2.6%	Shares	Sole	2025-07-24
2025-03-31	$1,180,352	16,674	+1.5%	Shares	Sole	2025-04-15
2024-12-31	$1,109,083	16,426	0.0%	Shares	Sole	2025-01-24
2024-09-30	$1,072,617	16,426	+21.0%	Shares	Sole	2024-11-08
2024-06-30	$725,254	13,579	+82.8%	Shares	Sole	2024-08-02
2024-03-31	$399,255	7,428	-2.0%	Shares	Sole	2024-05-07
2023-12-31	$469,030	7,576	—	Shares	Sole	2024-04-08
No filing history on record for this holder in this stock.