Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,938,698
-$5,792,823 QoQ
Shares Held
98,863
-42.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#246
of 1,281 holders
Holding Since
Mar 2025
5 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, 2026Sone Capital Management, LLC holds $23,773,602 across 2 Utilities - Regulated Electric names. XEL ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
125,098 | $15,834,904 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
98,863 | $7,938,698 |
All Filings in XEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,938,698 | 98,863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,731,521 | 172,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,177,241 | 246,104 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $17,700,279 | 259,916 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,346,998 | 259,175 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||