Position in XEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,325,896
+$241,895 QoQ
Shares Held
66,325
+3.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#294
of 1,281 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Management Associates, Inc holds $6,140,768 across 3 Utilities - Regulated Electric names. XEL ranks #1 (86.7% of the industry book) .
All Filings in XEL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,325,896 | 66,325 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,084,001 | 63,998 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $4,697,569 | 63,601 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,933,702 | 48,775 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $465,803 | 6,840 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $962,885 | 13,602 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $398,300 | 5,899 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $381,613 | 5,844 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $290,791 | 4,697 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||