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ZEGA Investments, LLC

Position in XEL — Xcel Energy Inc

CIK 2045703 Palm Beach Gardens, FL

Position in XEL

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$120,450
New position
Shares Held
1,500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,015
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Derivatives in XEL

reported options exposure · as of Jun 30, 2026
CallValue
$120,450
CallShares
1,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

ZEGA Investments, LLC holds $1,903,270 across 3 Utilities - Regulated Electric names. XEL ranks #3 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 XEL
Xcel Energy Inc
This page
1,500 $120,450

All Filings in XEL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $120,450 1,500
2026-06-30 $120,450 1,500