Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,364,232
+$78,870 QoQ
Shares Held
91,709
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
6.59%
of 13F equity value
Holder Rank
#261
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OPUS INVESTMENT MANAGEMENT INC holds $25,797,536 across 6 Utilities - Regulated Electric names. XEL ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
91,709 | $7,364,232 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
80,500 | $6,533,380 | |
| 3 | NEE |
Nextera Energy Inc
|
60,000 | $5,266,200 | |
| 4 | EXC |
Exelon Corp
|
56,000 | $2,610,720 | |
| 5 | LNT |
Alliant Energy Corp
|
32,678 | $2,493,004 | |
| 6 | CMS |
Cms Energy Corp
|
20,000 | $1,530,000 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,364,232 | 91,709 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,285,362 | 91,709 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,773,626 | 91,709 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $7,396,330 | 91,709 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $6,245,382 | 91,709 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,492,080 | 91,709 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,192,191 | 91,709 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,988,597 | 91,709 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,898,177 | 91,709 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,929,358 | 91,709 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,677,704 | 91,709 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,247,588 | 91,709 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,701,548 | 91,709 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,184,854 | 91,709 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,429,717 | 91,709 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,509,376 | 101,709 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $7,196,928 | 101,709 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $8,711,568 | 120,709 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,171,999 | 120,709 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,544,312 | 120,709 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,952,308 | 120,709 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,028,355 | 120,709 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,047,669 | 120,709 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,330,128 | 120,709 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,544,312 | 120,709 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,278,752 | 120,709 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||