Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,804
+$2,536 QoQ
Shares Held
2,949
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#909
of 1,285 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ramirez Asset Management, Inc. holds $17,966,766 across 10 Utilities - Regulated Electric names. XEL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
80,618 | $6,680,813 | |
| 2 | LNT |
Alliant Energy Corp
|
57,389 | $4,378,206 | |
| 3 | KEP |
Korea Electric Power Corp
|
320,108 | $3,873,306 | |
| 4 | CMS |
Cms Energy Corp
|
24,107 | $1,844,185 | |
| 5 | DTE |
Dte Energy Co
|
3,235 | $492,916 | |
| 6 | AEE |
Ameren Corp
|
3,394 | $383,657 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
2,949 | $236,804 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
583 | $47,316 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,804 | 2,949 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $234,268 | 2,949 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $827,750 | 15,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $467,420 | 7,550 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $432,011 | 7,550 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||