Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,105,329
+$125,278 QoQ
Shares Held
13,765
+11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 1,278 holders
Holding Since
Mar 2020
18 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, 2026Altshuler Shaham Ltd holds $137,131,103 across 9 Utilities - Regulated Electric names. XEL ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,406,591 | $123,456,492 | |
| 2 | AEP |
American Electric Power Co Inc
|
28,792 | $3,939,033 | |
| 3 | D |
Dominion Energy, Inc
|
50,022 | $3,416,002 | |
| 4 | SO |
Southern Co
|
21,918 | $2,097,771 | |
| 5 | ETR |
Entergy Corp /De/
|
11,490 | $1,319,741 | |
| 6 | XEL |
Xcel Energy Inc
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|
13,765 | $1,105,329 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,874 | $1,036,216 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
8,956 | $726,868 |
All Filings in XEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,329 | 13,765 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $980,051 | 12,337 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $801,233 | 10,848 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $806,580 | 10,001 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $496,517 | 7,291 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $361,524 | 5,107 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $104,723 | 1,551 | Shares | Defined | 2025-02-13 | |
| 2023-12-31 | $265,965 | 4,296 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $307,328 | 5,371 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $294,747 | 4,741 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $435,932 | 6,464 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $491,120 | 7,005 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $43,456 | 679 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,518 | 827 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $59,179 | 820 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $57,812 | 925 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,628 | 981 | Shares | Defined | 2021-08-16 | |
| 2020-03-31 | $142,308 | 2,360 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||