Position in XEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$149,601,628
-$6,237,804 QoQ
Shares Held
1,863,034
-5.0% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#49
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. XEL ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,601,628 | 1,863,034 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $155,839,432 | 1,961,725 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $153,880,439 | 2,083,407 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $199,055,569 | 2,468,141 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $169,552,109 | 2,489,752 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $171,735,901 | 2,425,991 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $167,173,576 | 2,475,912 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $164,071,603 | 2,512,582 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $135,410,799 | 2,535,308 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $138,919,776 | 2,584,554 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $182,053,225 | 2,940,611 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $171,373,727 | 2,994,997 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $176,535,071 | 2,839,554 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $217,112,086 | 3,219,337 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $220,880,082 | 3,150,479 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $193,713,216 | 3,026,769 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $213,722,230 | 3,020,382 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $189,524,481 | 2,626,084 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $196,298,315 | 2,899,532 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $168,516,874 | 2,696,270 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $178,375,303 | 2,707,579 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $199,187,340 | 2,994,848 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $196,457,688 | 2,946,718 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $200,171,095 | 2,900,610 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $189,213,937 | 3,027,423 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $180,249,905 | 2,989,219 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||