Position in XEL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,730,899
+$245,151 QoQ
Shares Held
46,965
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Dec 31, 2025CallValue
$368
CallShares
5
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 Mar 31, 2026NBC SECURITIES, INC. holds $50,141,904 across 30 Utilities - Regulated Electric names. XEL ranks #7 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,205 | $10,328,720 | |
| 2 | ETR |
Entergy Corp /De/
|
48,909 | $5,495,415 | |
| 3 | IDA |
Idacorp Inc
|
37,069 | $5,299,754 | |
| 4 | AEE |
Ameren Corp
|
35,035 | $3,851,047 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
32,726 | $3,788,689 | |
| 6 | CNP |
Centerpoint Energy Inc
|
87,557 | $3,778,960 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
46,965 | $3,730,899 | |
| 8 | LNT |
Alliant Energy Corp
|
40,632 | $2,915,752 |
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,730,899 | 46,965 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $368 | 5 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $3,485,748 | 47,194 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $402 | 5 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $3,820,955 | 47,377 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,246,395 | 47,671 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,287,204 | 46,436 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $202 | 3 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $229,464 | 3,514 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $219,194 | 4,104 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $238,327 | 4,434 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $447,671 | 7,231 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $392,586 | 6,861 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||