Alley Investment Management Company, LLC

Position in XEL — Xcel Energy Inc

CIK 1917618 LAKE FOREST, IL

Position in XEL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$284,342

+$3,045 QoQ

Shares Held

3,541

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#835

of 1,273 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Alley Investment Management Company, LLC holds $24,442,130 across 4 Utilities - Regulated Electric names. XEL ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	84,809	$10,735,123
2	WEC	Wec Energy Group, Inc.	65,316	$7,626,949
3	NEE	Nextera Energy Inc	66,033	$5,795,716
4	XEL	Xcel Energy Inc This page	3,541	$284,342

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,342	3,541	0.0%	Shares	Sole	2026-07-23
2026-03-31	$281,297	3,541	0.0%	Shares	Sole	2026-04-24
2025-12-31	$261,538	3,541	-6.5%	Shares	Sole	2026-01-27
2025-09-30	$305,421	3,787	-19.3%	Shares	Sole	2025-10-24
2025-06-30	$319,389	4,690	-8.0%	Shares	Sole	2025-07-18
2025-03-31	$360,816	5,097	0.0%	Shares	Sole	2025-04-28
2024-12-31	$344,149	5,097	-3.0%	Shares	Sole	2025-02-06
2024-09-30	$342,955	5,252	-7.1%	Shares	Sole	2024-11-13
2024-06-30	$302,086	5,656	-1.7%	Shares	Sole	2024-08-14
2024-03-31	$309,385	5,756	0.0%	Shares	Sole	2024-05-10
2023-12-31	$356,353	5,756	0.0%	Shares	Sole	2024-02-12
2023-09-30	$329,358	5,756	0.0%	Shares	Sole	2023-10-27
2023-06-30	$357,850	5,756	-1.1%	Shares	Sole	2023-08-11
2023-03-31	$392,568	5,821	0.0%	Shares	Sole	2023-05-12
2022-12-31	$408,110	5,821	0.0%	Shares	Sole	2023-02-08
2022-09-30	$372,544	5,821	0.0%	Shares	Sole	2022-10-27
2022-06-30	$411,893	5,821	-6.1%	Shares	Sole	2022-08-05
2022-03-31	$447,526	6,201	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.