Position in XEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,963,925
-$30,950,695 QoQ
Shares Held
981,419
-33.4% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $2,668,751,998 across 38 Utilities - Regulated Electric names. XEL ranks #14 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,488,974 | $195,174,711 | |
| 2 | EXC |
Exelon Corp
|
3,641,027 | $178,483,143 | |
| 3 | EIX |
Edison International
|
1,817,683 | $133,018,041 | |
| 4 | ES |
Eversource Energy
|
1,911,578 | $132,434,123 | |
| 5 | FE |
Firstenergy Corp
|
2,595,886 | $131,507,584 | |
| 6 | EVRG |
Evergy, Inc.
|
1,467,647 | $120,229,642 | |
| 7 | ETR |
Entergy Corp /De/
|
967,734 | $108,734,592 | |
| 8 | ED |
Consolidated Edison Inc
|
947,533 | $107,241,784 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,963,925 | 981,419 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $108,914,620 | 1,474,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $167,899,428 | 2,081,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $144,401,827 | 2,120,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $175,544,829 | 2,479,797 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $132,108,686 | 1,956,586 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,858,887 | 2,141,790 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $126,102,612 | 2,361,030 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $99,586,763 | 1,852,777 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $109,003,017 | 1,760,669 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $104,819,429 | 1,831,867 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $106,894,351 | 1,719,388 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,663,102 | 1,522,288 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $99,718,995 | 1,422,322 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $80,176,640 | 1,252,760 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $96,316,247 | 1,361,168 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $95,930,962 | 1,329,236 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $95,935,774 | 1,417,072 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $87,717,625 | 1,403,482 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $89,314,174 | 1,355,710 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $90,570,325 | 1,361,755 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $81,018,184 | 1,215,212 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $73,793,773 | 1,069,320 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $61,033,375 | 976,534 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $76,642,988 | 1,271,028 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||