Knollwood Investment Advisory, LLC

Position in XEL — Xcel Energy Inc

CIK 1999346 HUNT VALLEY, MD

Position in XEL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$266,836

+$2,857 QoQ

Shares Held

3,323

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#863

of 1,278 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Knollwood Investment Advisory, LLC holds $3,122,516 across 6 Utilities - Regulated Electric names. XEL ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,739	$854,792
2	SO	Southern Co	5,663	$542,005
3	DUK	Duke Energy CORP	4,055	$513,281
4	ETR	Entergy Corp /De/	4,277	$491,256
5	AEP	American Electric Power Co Inc	3,321	$454,346
6	XEL	Xcel Energy Inc This page	3,323	$266,836

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,836	3,323	0.0%	Shares	Sole	2026-08-13
2026-03-31	$263,979	3,323	0.0%	Shares	Sole	2026-05-14
2025-12-31	$245,436	3,323	0.0%	Shares	Sole	2026-02-13
2025-09-30	$267,999	3,323	0.0%	Shares	Sole	2025-11-14
2025-06-30	$226,296	3,323	0.0%	Shares	Sole	2025-08-13
2025-03-31	$235,235	3,323	0.0%	Shares	Sole	2025-05-14
2024-12-31	$224,368	3,323	0.0%	Shares	Sole	2025-02-14
2024-09-30	$216,991	3,323	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.