Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,003,329
+$5,515,759 QoQ
Shares Held
440,626
+10.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 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, 2026TORTOISE CAPITAL ADVISORS, L.L.C. holds $290,987,671 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
951,677 | $109,309,620 | |
| 2 | EVRG |
Evergy, Inc.
|
614,254 | $53,089,973 | |
| 3 | CNP |
Centerpoint Energy Inc
|
1,100,699 | $48,474,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
308,617 | $42,221,891 | |
| 5 | DTE |
Dte Energy Co
|
190,541 | $29,032,732 | |
| 6 | NEE |
Nextera Energy Inc
|
52,493 | $4,607,310 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,408 | $4,251,362 |
All Filings in XEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,003,329 | 440,626 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,487,570 | 399,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,779,427 | 381,642 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,823,744 | 261,729 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,156,475 | 30,463 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $11,372,060 | 174,151 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $9,304,235 | 174,204 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $9,552,235 | 177,716 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $29,095,904 | 469,971 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,227,039 | 440,878 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,409,384 | 440,878 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,600,494 | 424,088 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,230,723 | 388,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $24,298,560 | 379,665 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,865,094 | 379,665 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $195,364 | 2,707 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $366,526 | 5,414 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $169,187 | 2,707 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $178,534 | 2,710 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $180,242 | 2,710 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $179,008 | 2,685 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,630,111 | 81,584 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||