Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$152,489
+$1,633 QoQ
Shares Held
1,899
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,001
of 1,278 holders
Holding Since
Dec 2023
11 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, 2026Lummis Asset Management, LP holds $218,848 across 4 Utilities - Regulated Electric names. XEL ranks #1 (69.7% of the industry book) .
All Filings in XEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,489 | 1,899 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $150,856 | 1,899 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $140,260 | 1,899 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $153,154 | 1,899 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $129,321 | 1,899 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $350,339 | 4,949 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,156 | 4,949 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $323,169 | 4,949 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $264,326 | 4,949 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $176,461 | 3,283 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $203,250 | 3,283 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||