LPL Financial LLC

Position in XEL — Xcel Energy Inc

CIK 1403438 FORT MILL, SC

Position in XEL

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

Position Value

$132,364,834

+$845,361 QoQ

Shares Held

1,666,224

-6.4% QoQ

Ownership

0.267%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 23.890605344779573.ToString("F0")% Shared 0.ToString("F0")% None 76.10939465522043.ToString("F0")%

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. XEL ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,083,216	$379,249,102
2	DUK	Duke Energy CORP	2,481,110	$324,876,543
3	SO	Southern Co	3,070,673	$296,381,357
4	AEP	American Electric Power Co Inc	1,088,754	$142,713,874
5	WEC	Wec Energy Group, Inc.	1,198,459	$138,745,598
6	XEL	Xcel Energy Inc This page	1,666,224	$132,364,834
7	ED	Consolidated Edison Inc	849,865	$96,187,720
8	PEG	Public Service Enterprise Group Inc	1,176,951	$95,274,183

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$132,364,834	1,666,224	-6.4%	Shares	Sole	2026-05-06
2025-12-31	$131,519,473	1,780,659	+4.4%	Shares	Sole	2026-02-11
2025-09-30	$137,535,671	1,705,340	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$112,429,899	1,650,953	+7.1%	Shares	Sole	2025-08-12
2025-03-31	$109,127,740	1,541,570	+11.3%	Shares	Sole	2025-05-07
2024-12-31	$93,499,535	1,384,768	+7.7%	Shares	Sole	2025-02-11
2024-09-30	$83,935,248	1,285,379	+1.1%	Shares	Sole	2024-11-08
2024-06-30	$67,910,494	1,271,494	+38.0%	Shares	Sole	2024-08-07
2024-03-31	$49,527,292	921,438	+2.4%	Shares	Sole	2024-05-10
2023-12-31	$55,691,883	899,562	+30.3%	Shares	Sole	2024-02-14
2023-09-30	$39,517,047	690,616	+25.0%	Shares	Sole	2023-11-13
2023-06-30	$34,355,888	552,612	+3.6%	Shares	Sole	2023-07-31
2023-03-31	$35,979,172	533,499	+8.3%	Shares	Sole	2023-05-10
2022-12-31	$34,526,440	492,461	+6.4%	Shares	Sole	2023-02-07
2022-09-30	$29,632,192	463,003	+16.7%	Shares	Sole	2022-11-14
2022-06-30	$28,073,322	396,740	+5.4%	Shares	Sole	2022-08-12
2022-03-31	$27,161,468	376,354	+4.8%	Shares	Sole	2022-05-16
2021-12-31	$24,318,652	359,212	+4.4%	Shares	Sole	2022-02-14
2021-09-30	$21,502,875	344,046	+5.3%	Shares	Sole	2021-11-15
2021-06-30	$21,518,516	326,632	+3.0%	Shares	Sole	2021-08-13
2021-03-31	$21,094,245	317,159	+4.9%	Shares	Sole	2021-05-14
2020-12-31	$20,156,407	302,331	+8.2%	Shares	Sole	2021-02-12
2020-09-30	$19,282,705	279,419	+4.1%	Shares	Sole	2020-11-09
2020-06-30	$16,777,000	268,432	+8.7%	Shares	Sole	2020-08-13
2020-03-31	$14,885,718	246,861	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.