Creative Capital Management Investments LLC

Position in XEL — Xcel Energy Inc

CIK 1957363 SAN DIEGO, CA

Back to XEL Full portfolio

Position in XEL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$176,499

+$4,750 QoQ

Shares Held

2,198

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#989

of 1,281 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in XEL Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Creative Capital Management Investments LLC holds $670,307 across 29 Utilities - Regulated Electric names. XEL ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	2,056	$232,410
2	XEL	Xcel Energy Inc This page	2,198	$176,499
3	EVRG	Evergy, Inc.	1,533	$132,497
4	PNW	Pinnacle West Capital Corp	520	$55,640
5	NEE	Nextera Energy Inc	181	$15,886
6	NGG	National Grid PLC	57	$4,723
7	AEP	American Electric Power Co Inc	29	$3,967
8	D	Dominion Energy, Inc	47	$3,209

All Filings in XEL

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,499	2,198	+1.7%	Shares	Sole	2026-07-24
2026-03-31	$171,749	2,162	0.0%	Shares	Sole	2026-04-21
2025-12-31	$159,685	2,162	+1.1%	Shares	Sole	2026-01-23
2025-09-30	$172,510	2,139	+2.4%	Shares	Sole	2025-10-23
2025-06-30	$142,260	2,089	0.0%	Shares	Sole	2025-07-21
2025-03-31	$147,880	2,089	0.0%	Shares	Sole	2025-04-18
2024-12-31	$141,049	2,089	0.0%	Shares	Sole	2025-01-31
2024-09-30	$136,411	2,089	-8.7%	Shares	Sole	2024-10-29
2024-06-30	$122,255	2,289	+14206.2%	Shares	Sole	2024-07-25
2022-12-31	$1	16	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.