Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$85,840
+$919 QoQ
Shares Held
1,069
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,043
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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $1,195,377 across 10 Utilities - Regulated Electric names. XEL ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
4,538 | $327,961 | |
| 2 | NEE |
Nextera Energy Inc
|
2,482 | $217,845 | |
| 3 | SO |
Southern Co
|
2,155 | $206,255 | |
| 4 | ED |
Consolidated Edison Inc
|
1,636 | $180,990 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
1,069 | $85,840 | |
| 6 | AEE |
Ameren Corp
|
487 | $55,050 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
522 | $42,365 | |
| 8 | DTE |
Dte Energy Co
|
250 | $38,092 |
All Filings in XEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,840 | 1,069 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $84,921 | 1,069 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $78,956 | 1,069 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $86,214 | 1,069 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,798 | 1,069 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,674 | 1,069 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $72,178 | 1,069 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $69,805 | 1,069 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,095 | 1,069 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $67,832 | 1,262 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $61,910 | 1,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||