Latest Period
Q2 2026
Security Snapshot
XCEL ENERGY INC - Preferred Stock (XELLL) Institutional Ownership
CUSIP: 98389B878
13F Institutional Holders and Ownership History from Q3 2025 to Q2 2026
Institutions Reporting
2
Shares (Excl. Options)
200,090
Price
$16.44
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- Security type / class
- Equity / Preferred Stock
- Symbol
- XELLL on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 200,090
- Total 13F value
- $1,878,115
- Portfolio coverage rank
- 0%
- Share change
- -1,110
- Value change
- -$27,698
- Number of holders
- 2
- SEC-reported price per share
- $23.50
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XELLL - XCEL ENERGY INC - Preferred Stock is tracked under CUSIP 98389B878.
- 2 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 4 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,969,936 to $1,878,115.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2 institutions filings for Q2 2026.
Security key
98389B878
Latest holder period
Q2 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Open Q2 2026 holders
XELLL full holder history
XCEL ENERGY INC SEC filings
XCEL ENERGY INC company facts
XCEL ENERGY INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98389B878:
As of 30 Jun 2026, 2 institutional investors reported holding 200,090 shares of XCEL ENERGY INC - Preferred Stock (XELLL).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4