XCEL ENERGY INC · CUSIP 98389B100 · CIK 1565854
As of 2026-06-30, Zimmer Partners, LP reported 2.32M XEL (shares), valued at $186.59M, or 4.41% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 11.63%; reported value decreased 10.67%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.41% | 2,323,610 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 5.12% | 2,629,300 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 5.33% | 2,739,353 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 4.83% | 2,451,000 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 5.33% | 3,419,300 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 5.92% | 4,121,950 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 4.29% | 3,667,200 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.26% | 212,500 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.08% | 3,026,125 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.09% | 932,505 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.11% | 50,000 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.11% | 50,000 | $3.10M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.09% | 932,505 | $50.12M | Shares increased 1765.01%; reported value increased 1519.19%, and weight changed +0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.08% | 3,026,125 | $161.63M | Shares increased 224.52%; reported value increased 222.46%, and weight changed +1.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.26% | 212,500 | $13.88M | Shares decreased 92.98%; reported value decreased 91.41%, and weight changed -2.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 4.29% | 3,667,200 | $247.61M | Shares increased 1625.74%; reported value increased 1684.41%, and weight changed +4.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 5.92% | 4,121,950 | $291.79M | Shares increased 12.40%; reported value increased 17.84%, and weight changed +1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 5.33% | 3,419,300 | $232.85M | Shares decreased 17.05%; reported value decreased 20.20%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 4.83% | 2,451,000 | $197.67M | Shares decreased 28.32%; reported value decreased 15.11%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.33% | 2,739,353 | $202.33M | Shares increased 11.76%; reported value increased 2.36%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 5.12% | 2,629,300 | $208.87M | Shares decreased 4.02%; reported value increased 3.23%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.41% | 2,323,610 | $186.59M | Shares decreased 11.63%; reported value decreased 10.67%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.