Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$280,186,931
+$2,169,342 QoQ
Shares Held
3,489,252
-0.3% QoQ
Ownership
0.559%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#27
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. XEL ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
3,489,252 | $280,186,931 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,186,931 | 3,489,252 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $278,017,589 | 3,499,718 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $263,557,881 | 3,568,344 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $287,170,287 | 3,560,698 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $240,831,693 | 3,536,442 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $263,744,137 | 3,725,726 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $255,023,168 | 3,777,002 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $245,885,381 | 3,765,473 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $201,784,950 | 3,778,037 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $206,306,792 | 3,838,266 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $252,731,037 | 4,082,233 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $237,346,207 | 4,147,959 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $262,887,080 | 4,228,520 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $287,174,820 | 4,258,227 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $307,404,019 | 4,384,596 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $276,419,648 | 4,319,057 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $303,476,332 | 4,288,812 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $297,075,097 | 4,116,324 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $280,474,527 | 4,142,903 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $258,722,809 | 4,139,565 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $276,436,098 | 4,196,055 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $275,477,233 | 4,141,892 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $295,093,880 | 4,426,187 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $283,109,035 | 4,102,435 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $250,222,309 | 4,003,557 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $239,017,376 | 3,963,804 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||