Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,163,787
-$19,233 QoQ
Shares Held
14,493
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#512
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. XEL ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,787 | 14,493 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,183,020 | 14,892 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,113,956 | 15,082 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $963,122 | 11,942 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $821,694 | 12,066 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,071,264 | 15,133 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $980,863 | 14,527 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $902,576 | 13,822 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $660,841 | 12,373 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $858,763 | 15,977 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,160,069 | 18,738 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $784,028 | 13,702 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $776,192 | 12,485 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $814,338 | 12,075 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,606,149 | 22,909 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,507,520 | 23,555 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $891,505 | 12,599 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,555,913 | 21,559 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,404,098 | 20,740 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,567,812 | 25,085 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,177,729 | 33,056 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $951,292 | 14,303 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $866,843 | 13,002 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $913,347 | 13,235 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $789,625 | 12,634 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $678,736 | 11,256 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||