Position in XEL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$273,260
+$4,594 QoQ
Shares Held
3,403
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#851
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. XEL ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
3,403 | $273,260 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,260 | 3,403 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $268,666 | 3,382 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $249,794 | 3,382 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $271,790 | 3,370 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $233,583 | 3,430 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $238,562 | 3,370 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $227,542 | 3,370 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,470 | 3,851 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $205,681 | 3,851 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $206,991 | 3,851 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $238,415 | 3,851 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $220,354 | 3,851 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $239,416 | 3,851 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $259,711 | 3,851 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $277,214 | 3,954 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $253,056 | 3,954 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $283,323 | 4,004 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $288,968 | 4,004 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $271,070 | 4,004 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $250,250 | 4,004 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $263,783 | 4,004 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $266,306 | 4,004 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $266,946 | 4,004 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $276,316 | 4,004 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $250,250 | 4,004 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $241,441 | 4,004 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||