Position in XEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$116,151,620
+$48,123,813 QoQ
Shares Held
1,446,471
+68.9% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#60
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)
Derivatives in XEL
reported options exposure · as of Sep 30, 2022CallValue
$1,113,600
CallShares
17,400
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, 2026CITIGROUP INC holds $3,145,471,539 across 40 Utilities - Regulated Electric names. XEL ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,363,855 | $597,019,001 | |
| 2 | NEE |
Nextera Energy Inc
|
4,266,050 | $374,431,207 | |
| 3 | SO |
Southern Co
|
2,522,821 | $238,790,639 | |
| 4 | DUK |
Duke Energy CORP
|
1,841,739 | $233,127,322 | |
| 5 | ETR |
Entergy Corp /De/
|
1,670,027 | $191,819,300 | |
| 6 | EXC |
Exelon Corp
|
4,064,343 | $189,479,668 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,563,755 | $182,599,670 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
1,446,471 | $116,151,620 |
All Filings in XEL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,151,620 | 1,446,471 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $68,027,807 | 856,342 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $103,273,488 | 1,398,233 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $162,728,874 | 2,017,717 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $58,396,565 | 857,512 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $64,410,119 | 909,876 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $47,943,722 | 710,067 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $54,395,355 | 833,007 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $62,024,070 | 1,161,282 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $26,538,146 | 493,733 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $44,508,211 | 718,918 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $51,620,220 | 902,136 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $47,131,883 | 758,113 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $51,583,438 | 764,879 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $55,370,211 | 789,762 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $39,345,728 | 614,777 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $1,113,600 | 17,400 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $35,248,524 | 498,142 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $42,920,651 | 594,716 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $54,977,610 | 812,077 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $57,500,624 | 920,010 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $38,171,725 | 579,413 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $34,996,096 | 526,178 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $36,448,687 | 546,703 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $28,874,265 | 418,407 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,182,748 | 338,924 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $20,476,190 | 339,572 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||