Position in XEL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$31,585,844
+$28,146,649 QoQ
Shares Held
393,348
+808.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#127
of 1,278 holders
Holding Since
Jun 2023
10 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, 2025CallValue
$2,782,425
CallShares
34,500
PutValue
$1,362,985
PutShares
16,900
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, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. XEL ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in XEL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,585,844 | 393,348 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,439,195 | 43,293 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $17,179,171 | 232,591 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $48,679,694 | 603,592 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,782,425 | 34,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $1,362,985 | 16,900 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $4,358,604 | 64,003 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,930,987 | 140,288 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,324,742 | 19,620 | Shares | Defined | 2025-02-27 | |
| 2024-06-30 | $356,511 | 6,675 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $11,364,942 | 183,572 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $951,201 | 15,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $372,211 | 5,987 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||