Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$83,068,020
+$1,008,567 QoQ
Shares Held
1,034,471
+0.1% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026REGIONS FINANCIAL CORP holds $388,722,970 across 22 Utilities - Regulated Electric names. XEL ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,497,633 | $131,447,248 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
1,034,471 | $83,068,020 | |
| 3 | EXC |
Exelon Corp
|
1,140,677 | $53,178,361 | |
| 4 | LNT |
Alliant Energy Corp
|
566,582 | $43,224,540 | |
| 5 | AEP |
American Electric Power Co Inc
|
291,290 | $39,851,384 | |
| 6 | SO |
Southern Co
|
187,671 | $17,961,991 | |
| 7 | DUK |
Duke Energy CORP
|
34,114 | $4,318,150 | |
| 8 | D |
Dominion Energy, Inc
|
56,694 | $3,871,632 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,068,020 | 1,034,471 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $82,059,453 | 1,032,974 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $77,016,184 | 1,042,732 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $83,400,083 | 1,034,099 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $69,844,789 | 1,025,621 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $71,701,137 | 1,012,871 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $65,760,091 | 973,935 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,662,306 | 852,409 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $45,412,012 | 850,253 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $40,593,665 | 755,231 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $44,618,970 | 720,707 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $44,181,679 | 772,137 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $47,409,535 | 762,579 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $48,272,203 | 715,780 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,216,646 | 188,513 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,248,576 | 19,509 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,377,696 | 19,470 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $1,405,149 | 19,470 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $1,324,753 | 19,568 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $1,334,562 | 21,353 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,265,093 | 19,203 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,554,005 | 23,365 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,882,760 | 28,240 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,958,503 | 28,380 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,844,562 | 29,513 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,772,337 | 29,392 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||