Position in XEL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$57,281,800
+$4,790,311 QoQ
Shares Held
721,070
+1.5% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.85692096467749.ToString("F0")%
Shared 0.ToString("F0")%
None 9.143079035322508.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $603,917,497 across 20 Utilities - Regulated Electric names. XEL ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
704,598 | $79,168,631 | |
| 2 | NEE |
Nextera Energy Inc
|
700,804 | $65,090,675 | |
| 3 | AEP |
American Electric Power Co Inc
|
481,323 | $63,091,818 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
497,618 | $57,609,235 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
721,070 | $57,281,800 | |
| 6 | SO |
Southern Co
|
581,376 | $56,114,411 | |
| 7 | LNT |
Alliant Energy Corp
|
780,015 | $55,973,876 | |
| 8 | DUK |
Duke Energy CORP
|
424,799 | $55,623,181 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,281,800 | 721,070 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,491,489 | 710,689 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $57,314,003 | 710,651 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $47,857,683 | 702,756 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $49,075,025 | 693,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,485,089 | 688,464 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $44,419,019 | 680,230 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $35,786,889 | 670,041 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $34,720,242 | 645,958 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $38,978,412 | 629,598 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $34,918,104 | 610,243 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $36,314,926 | 584,123 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $38,772,874 | 574,924 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $40,449,543 | 576,944 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $36,355,520 | 568,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,000,274 | 565,295 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $40,000,511 | 554,254 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $37,089,648 | 547,853 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $33,823,500 | 541,176 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $35,707,618 | 542,010 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $35,152,862 | 528,535 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $34,783,339 | 521,724 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $35,618,545 | 516,136 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $32,233,062 | 515,729 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $30,791,833 | 510,644 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||