Ariadne Wealth Management, LP

Position in XEL — Xcel Energy Inc

CIK 2034793 SANTA BARBARA, CA

Position in XEL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$219,379

+$20,936 QoQ

Shares Held

2,732

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#940

of 1,285 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Ariadne Wealth Management, LP holds $1,370,767 across 5 Utilities - Regulated Electric names. XEL ranks #4 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	6,754	$502,835
2	PCG	PG&E Corp	19,474	$327,552
3	KEP	Korea Electric Power Corp	24,160	$292,336
4	XEL	Xcel Energy Inc This page	2,732	$219,379
5	CIG	Energy Co Of Minas Gerais	13,650	$28,665

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,379	2,732	-6.2%	Shares	Sole	2026-08-13
2025-06-30	$198,443	2,914	-16.5%	Shares	Sole	2025-08-14
2025-03-31	$247,127	3,491	+1.9%	Shares	Sole	2025-05-13
2024-12-31	$231,256	3,425	-32.9%	Shares	Sole	2025-02-12
2024-09-30	$333,552	5,108	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.