Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$103,229,340
+$6,550,441 QoQ
Shares Held
1,299,463
-0.7% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Freestone Grove Partners LP holds $401,651,903 across 13 Utilities - Regulated Electric names. XEL ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
1,299,463 | $103,229,340 | |
| 2 | EVRG |
Evergy, Inc.
|
740,962 | $60,699,607 | |
| 3 | DTE |
Dte Energy Co
|
380,183 | $55,590,358 | |
| 4 | CNP |
Centerpoint Energy Inc
|
1,266,389 | $54,657,349 | |
| 5 | PPL |
PPL Corp
|
1,113,220 | $42,525,004 | |
| 6 | PCG |
PG&E Corp
|
1,477,708 | $25,963,329 | |
| 7 | AEE |
Ameren Corp
|
198,699 | $21,840,994 | |
| 8 | ED |
Consolidated Edison Inc
|
140,124 | $15,859,234 |
All Filings in XEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,229,340 | 1,299,463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,678,899 | 1,308,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,103,178 | 856,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,123,955 | 603,876 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $665,544 | 9,857 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||