Position in XEL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,946,074
+$174,074 QoQ
Shares Held
87,438
-4.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 66%
Shared 1%
None 33%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pathstone Holdings, LLC holds $165,781,449 across 33 Utilities - Regulated Electric names. XEL ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
283,321 | $26,314,853 | |
| 2 | D |
Dominion Energy, Inc
|
360,230 | $22,269,418 | |
| 3 | DUK |
Duke Energy CORP
|
102,355 | $13,402,362 | |
| 4 | SO |
Southern Co
|
135,153 | $13,044,966 | |
| 5 | NGG |
National Grid PLC
|
116,208 | $9,831,196 | |
| 6 | AEP |
American Electric Power Co Inc
|
68,117 | $8,928,775 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
87,438 | $6,946,074 | |
| 8 | ETR |
Entergy Corp /De/
|
53,837 | $6,049,124 |
All Filings in XEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,946,074 | 87,438 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,772,000 | 91,687 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,301,324 | 90,531 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,160,120 | 90,457 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,897,230 | 83,306 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,357,507 | 79,347 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,941,445 | 75,673 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,688,119 | 69,053 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,982,640 | 55,491 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,898,161 | 62,965 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||