Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,850,063
-$28,277 QoQ
Shares Held
47,946
-1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#339
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026MEYER HANDELMAN CO holds $50,194,581 across 7 Utilities - Regulated Electric names. XEL ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
163,090 | $14,314,409 | |
| 2 | ETR |
Entergy Corp /De/
|
119,588 | $13,735,877 | |
| 3 | AEP |
American Electric Power Co Inc
|
62,329 | $8,527,230 | |
| 4 | DUK |
Duke Energy CORP
|
52,277 | $6,617,222 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
47,946 | $3,850,063 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
22,550 | $2,633,163 | |
| 7 | FE |
Firstenergy Corp
|
10,867 | $516,617 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,850,063 | 47,946 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,878,340 | 48,821 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,623,276 | 49,056 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,961,205 | 49,116 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,533,096 | 51,881 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,681,504 | 52,006 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,624,203 | 53,676 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,615,922 | 55,374 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,092,439 | 57,900 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,164,262 | 58,870 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,674,048 | 59,345 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,700,989 | 64,680 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,021,155 | 64,680 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,119,572 | 61,085 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,537,869 | 64,725 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,142,400 | 64,725 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $4,579,941 | 64,725 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,902,580 | 67,931 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $4,474,089 | 66,087 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,876,312 | 62,021 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,085,943 | 62,021 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $4,125,016 | 62,021 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,134,940 | 62,021 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,748,692 | 54,321 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,645,062 | 58,321 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,890,616 | 64,521 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||