CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in XEL — Xcel Energy Inc
CIK 1033984
RADNOR, PA
Position in XEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$206,362,956
+$34,663,052 QoQ
Shares Held
2,597,721
+11.7% QoQ
Ownership
0.416%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 85.82368930304679.ToString("F0")%
Shared 0.ToString("F0")%
None 14.176310696953214.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,480,455,316 across 15 Utilities - Regulated Electric names. XEL ranks #1 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
2,597,721 | $206,362,956 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
2,201,156 | $178,183,578 | |
| 3 | PPL |
PPL Corp
|
4,619,677 | $176,471,661 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,376,051 | $159,305,424 | |
| 5 | ETR |
Entergy Corp /De/
|
1,231,965 | $138,423,587 | |
| 6 | PCG |
PG&E Corp
|
6,835,122 | $120,093,093 | |
| 7 | EVRG |
Evergy, Inc.
|
1,389,642 | $113,839,472 | |
| 8 | CMS |
Cms Energy Corp
|
1,332,742 | $103,394,124 |
All Filings in XEL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,362,956 | 2,597,721 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $171,699,904 | 2,324,667 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $158,756,218 | 1,968,459 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $103,454,796 | 1,519,160 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $103,002,140 | 1,455,038 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $73,766,882 | 1,092,519 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $92,703,863 | 1,419,661 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $58,654,114 | 1,098,186 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $28,361,080 | 527,648 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,036,034 | 32,887 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $46,604,087 | 814,472 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $55,095,116 | 886,201 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $66,906,954 | 992,096 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $105,856,775 | 1,509,867 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $73,284,352 | 1,145,068 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,111,380 | 100,500 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||