Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,412,957
-$4,646 QoQ
Shares Held
17,596
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#483
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. XEL ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
|
6,549 | $626,802 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412,957 | 17,596 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,417,603 | 17,845 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,028,497 | 13,925 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,124,340 | 13,941 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $949,993 | 13,950 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $982,775 | 13,883 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $960,807 | 14,230 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $920,337 | 14,094 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $699,455 | 13,096 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $945,675 | 17,594 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $982,323 | 15,867 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $729,894 | 12,756 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $794,902 | 12,786 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $879,819 | 13,046 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $909,744 | 12,976 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $864,576 | 13,509 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,078,239 | 15,238 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,208,557 | 16,746 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,232,071 | 18,199 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,088,187 | 17,411 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $1,147,036 | 17,411 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $1,202,234 | 18,076 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,212,860 | 18,192 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $1,261,019 | 18,273 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,221,312 | 19,541 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $1,164,754 | 19,316 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||