Raleigh Capital Management Inc.

Position in XEL — Xcel Energy Inc

CIK 1911726 CARY, NC

Position in XEL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$920,960

-$474,324 QoQ

Shares Held

11,469

-34.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#556

of 1,281 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Raleigh Capital Management Inc. holds $13,629,086 across 20 Utilities - Regulated Electric names. XEL ranks #7 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	56,519	$2,686,913
2	WEC	Wec Energy Group, Inc.	19,733	$2,304,222
3	NGG	National Grid PLC	26,012	$2,155,614
4	DUK	Duke Energy CORP	13,555	$1,715,791
5	PPL	PPL Corp	44,717	$1,625,462
6	SO	Southern Co	11,786	$1,128,038
7	XEL	Xcel Energy Inc This page	11,469	$920,960
8	AEP	American Electric Power Co Inc	2,603	$356,116

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$920,960	11,469	-34.7%	Shares	Sole	2026-07-21
2026-03-31	$1,395,284	17,564	-30.5%	Shares	Sole	2026-04-28
2025-12-31	$1,866,737	25,274	-6.6%	Shares	Sole	2026-01-21
2025-09-30	$2,182,308	27,059	+4.2%	Shares	Sole	2025-11-04
2025-06-30	$1,768,897	25,975	+3.5%	Shares	Sole	2025-07-17
2025-03-31	$1,776,545	25,096	+0.5%	Shares	Sole	2025-04-29
2024-12-31	$1,685,636	24,965	-0.6%	Shares	Sole	2025-01-17
2024-09-30	$1,639,683	25,110	+23.4%	Shares	Sole	2024-10-21
2024-06-30	$1,086,893	20,350	+51.8%	Shares	Sole	2024-07-31
2024-03-31	$720,626	13,407	-13.3%	Shares	Sole	2024-05-13
2023-12-31	$957,128	15,460	+268.4%	Shares	Sole	2024-02-21
2023-09-30	$240,095	4,196	—	Shares	Sole	2023-12-08
No filing history on record for this holder in this stock.