ASSETMARK, INC

Position in XEL — Xcel Energy Inc

CIK 1344551 CONCORD, CA

Position in XEL

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$12,648,675

+$263,683 QoQ

Shares Held

159,223

-5.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.07%

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")%

Utilities · as of Mar 31, 2026

ASSETMARK, INC holds $427,060,185 across 36 Utilities - Regulated Electric names. XEL ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	1,601,327	$117,185,109
2	ED	Consolidated Edison Inc	698,131	$79,014,466
3	PEG	Public Service Enterprise Group Inc	837,767	$67,817,238
4	WEC	Wec Energy Group, Inc.	205,708	$23,814,815
5	ETR	Entergy Corp /De/	188,714	$21,203,905
6	DUK	Duke Energy CORP	141,471	$18,524,212
7	NEE	Nextera Energy Inc	194,081	$18,026,243
8	XEL	Xcel Energy Inc This page	159,223	$12,648,675

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,648,675	159,223	-5.0%	Shares	Sole	2026-05-06
2025-12-31	$12,384,992	167,682	+12.3%	Shares	Sole	2026-01-23
2025-09-30	$12,045,238	149,352	-11.4%	Shares	Sole	2025-11-06
2025-06-30	$11,481,387	168,596	+13.0%	Shares	Sole	2025-08-04
2025-03-31	$10,561,089	149,189	+2.5%	Shares	Sole	2025-05-06
2024-12-31	$9,828,481	145,564	+4.4%	Shares	Sole	2025-02-06
2024-09-30	$9,104,779	139,430	+9.1%	Shares	Sole	2024-11-01
2024-06-30	$6,827,186	127,826	+14.5%	Shares	Sole	2024-08-13
2024-03-31	$6,001,510	111,656	+7.2%	Shares	Sole	2024-05-07
2023-12-31	$6,451,022	104,200	+18.2%	Shares	Sole	2024-02-09
2023-09-30	$5,044,000	88,151	+11.3%	Shares	Sole	2023-10-27
2023-06-30	$4,922,123	79,172	+22.2%	Shares	Defined	2023-08-11
2023-03-31	$4,370,044	64,799	+13.2%	Shares	Defined	2023-05-05
2022-12-31	$4,014,007	57,253	+34.3%	Shares	Defined	2023-02-10
2022-09-30	$2,727,424	42,616	+64.1%	Shares	Sole	2022-11-01
2022-06-30	$1,837,920	25,974	+84.2%	Shares	Sole	2022-08-03
2022-03-31	$1,017,885	14,104	+69.0%	Shares	Sole	2022-05-13
2021-12-31	$565,091	8,347	+69.4%	Shares	Sole	2022-02-14
2021-09-30	$307,875	4,926	+16.6%	Shares	Sole	2021-11-12
2021-06-30	$278,408	4,226	+10.4%	Shares	Sole	2021-08-16
2021-03-31	$254,533	3,827	+11.2%	Shares	Sole	2021-05-14
2020-12-31	$229,411	3,441	+6.7%	Shares	Sole	2021-02-10
2020-09-30	$222,488	3,224	+2.3%	Shares	Sole	2020-11-13
2020-06-30	$197,062	3,153	-95.9%	Shares	Sole	2020-08-11
2020-03-31	$4,668,486	77,421	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.