Position in XEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,560,622
+$296,003 QoQ
Shares Held
106,608
+2.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#239
of 1,281 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leeward Investments, LLC - MA holds $100,269,379 across 8 Utilities - Regulated Electric names. XEL ranks #7 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
159,556 | $24,140,822 | |
| 2 | ETR |
Entergy Corp /De/
|
112,317 | $12,900,730 | |
| 3 | DTE |
Dte Energy Co
|
83,731 | $12,758,092 | |
| 4 | EVRG |
Evergy, Inc.
|
142,613 | $12,326,041 | |
| 5 | POR |
Portland General Electric Co /Or/
|
228,786 | $11,857,978 | |
| 6 | CNP |
Centerpoint Energy Inc
|
213,646 | $9,408,969 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
106,608 | $8,560,622 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
71,218 | $8,316,125 |
All Filings in XEL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,560,622 | 106,608 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,264,619 | 104,036 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,945,267 | 107,572 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,211,882 | 139,019 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,810,826 | 144,065 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,380,291 | 146,635 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||