SCP Investment, LP XEL — XCEL ENERGY INC

Ownership history in SCP Investment, LP  ·  7 quarters on record

AI Ownership Summary

SCP Investment, LP reported XCEL ENERGY INC (XEL) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.08% in 2026 Q1. The latest visible filing shows XEL at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCP Investment, LP's position in XCEL ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XEL was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XEL stock page SCP Investment, LP fund profile SCP Investment, LP full holdings
How SCP Investment, LP held XEL — position size vs. price
% of Fund (quarterly)    XEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,600 +4,800 +25.5% 2.08% $1.9M 2026-05-12 $79.90
2025 Q4 ADDED — — — 18,800 +14,000 +291.7% 1.13% $1.4M 2026-02-10 $76.93
2025 Q3 REDUCED 62.5% -7.4% ✅ 4,800 -8,000 -62.5% 0.31% $387K 2025-11-07 $79.70
2025 Q2 ADDED — — — 12,800 +4,000 +45.5% 0.70% $872K 2025-08-13 $71.27
2025 Q1 REDUCED 66.9% -3.0% ✅ 8,800 -17,800 -66.9% 0.53% $623K 2025-05-09 $68.45
2024 Q2 ADDED — — — 26,600 +22,800 +600.0% 0.90% $1.4M 2024-08-12 $54.84
2024 Q1 INITIATED — — — 3,800 — — 0.13% $204K 2024-05-10 $51.89

🏢 Other funds also holding XEL

As of 2026 Q1 — sorted by position size

Electron Capital Partners, LLC 3Y 7Y 5.97% DECADE RENEWABLE PARTNERS LP 3Y 5.74% HITE Hedge Asset Management LLC 3Y 7Y 5.2% Zimmer Partners, LP 3Y 7Y 5.04% REAVES W H & CO INC 3Y 7Y 4.68% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 4.35% Bruce & Co., Inc. 3Y 7Y 4.19% Longboard Asset Management, LP 3.94% Socorro Asset Management LP 3Y 3.78% Beck Bode, LLC 3Y 3.6%

FAQ About SCP Investment, LP and XEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCP Investment, LP reported owning XEL?

SCP Investment, LP reported XEL across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported XEL position in SCP Investment, LP's portfolio?

The largest reported portfolio weight for XEL was 2.08% in 2026 Q1.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2026 Q1, when SCP Investment, LP reported 23,600 shares, equal to 2.08% of portfolio, with an estimated market value of $1.9M.

What does the chart on this XEL ownership page compare?

The chart compares SCP Investment, LP's quarterly XEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCP Investment, LP time their XEL position?

Based on 13F filing dates vs. subsequent XEL price moves, SCP Investment, LP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on XEL relative to SPY over the holding period was -7.4%.

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