Position in XEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,454
-$42,742 QoQ
Shares Held
180
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,171
of 1,278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $7,506,611 across 7 Utilities - Regulated Electric names. XEL ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
29,154 | $2,790,329 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
23,150 | $2,703,225 | |
| 3 | POR |
Portland General Electric Co /Or/
|
23,314 | $1,208,364 | |
| 4 | DUK |
Duke Energy CORP
|
3,666 | $464,042 | |
| 5 | NEE |
Nextera Energy Inc
|
3,206 | $281,390 | |
| 6 | ES |
Eversource Energy
|
620 | $44,807 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
180 | $14,454 |
All Filings in XEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,454 | 180 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $57,196 | 720 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $53,179 | 720 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $232,272 | 2,880 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $196,128 | 2,880 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $203,875 | 2,880 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $194,457 | 2,880 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $188,064 | 2,880 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $192,276 | 3,600 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $193,500 | 3,600 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $222,876 | 3,600 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||