Position in XEL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$82,059,453
+$5,043,269 QoQ
Shares Held
1,032,974
-0.9% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $399,820,349 across 22 Utilities - Regulated Electric names. XEL ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,522,904 | $141,447,323 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
1,032,974 | $82,059,453 | |
| 3 | EXC |
Exelon Corp
|
1,168,122 | $57,261,340 | |
| 4 | LNT |
Alliant Energy Corp
|
581,906 | $41,757,574 | |
| 5 | AEP |
American Electric Power Co Inc
|
287,278 | $37,656,399 | |
| 6 | SO |
Southern Co
|
187,735 | $18,120,181 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
39,601 | $4,584,607 | |
| 8 | DUK |
Duke Energy CORP
|
34,080 | $4,462,435 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||