Position in XEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,017,778
+$441,371 QoQ
Shares Held
25,128
+26.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#423
of 1,278 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. XEL ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
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|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in XEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,778 | 25,128 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,576,407 | 19,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,515,902 | 20,524 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,445,570 | 17,924 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $940,120 | 13,805 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,009,323 | 14,258 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $866,754 | 12,837 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $814,095 | 12,467 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $644,872 | 12,074 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $635,970 | 11,832 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $743,229 | 12,005 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $601,382 | 10,510 | Shares | Sole | 2023-10-24 | |
| 2021-12-31 | $217,113 | 3,207 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $202,250 | 3,236 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $271,071 | 3,928 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $245,500 | 3,928 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $236,858 | 3,928 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||