SEC 13F Intelligence

Carlson Capital, L.P. / XEL

Carlson Capital, L.P.’s Xcel Energy Inc Position

Does Carlson Capital, L.P. own Xcel Energy Inc (XEL)? Not currently — the last reported position was 267.5K shares worth $16M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q1 2020
Shares
267.5K
% of Portfolio
+0.43%
Quarters Held
3
position exited

Position History XEL

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $37MQ1 ’19Q1 ’20: $16MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020267.5K$16M+0.43%
Q1 2019653.3K$37M+0.65%
Q4 2018336.6K$17M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carlson Capital, L.P.’s full portfolio or all institutional holders of XEL.