CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in XEL — Xcel Energy Inc
CIK 1033984
RADNOR, PA
Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,246,534
+$9,883,578 QoQ
Shares Held
2,692,983
+3.7% QoQ
Ownership
0.431%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
#37
of 1,281 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,447,917,088 across 16 Utilities - Regulated Electric names. XEL ranks #1 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
2,692,983 | $216,246,534 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,554,554 | $212,678,532 | |
| 3 | PPL |
PPL Corp
|
5,283,738 | $192,063,875 | |
| 4 | EVRG |
Evergy, Inc.
|
1,777,469 | $153,626,645 | |
| 5 | SO |
Southern Co
|
1,496,314 | $143,212,212 | |
| 6 | PCG |
PG&E Corp
|
7,091,740 | $119,283,066 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,003,363 | $117,162,697 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,199,814 | $97,376,903 |
All Filings in XEL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,246,534 | 2,692,983 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||