Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$122,585,819
-$9,779,015 QoQ
Shares Held
1,526,598
-8.4% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#56
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. XEL ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
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|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,585,819 | 1,526,598 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $132,364,834 | 1,666,224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $131,519,473 | 1,780,659 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $137,535,671 | 1,705,340 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $112,429,899 | 1,650,953 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $109,127,740 | 1,541,570 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $93,499,535 | 1,384,768 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $83,935,248 | 1,285,379 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $67,910,494 | 1,271,494 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $49,527,292 | 921,438 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $55,691,883 | 899,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,517,047 | 690,616 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,355,888 | 552,612 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $35,979,172 | 533,499 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $34,526,440 | 492,461 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,632,192 | 463,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,073,322 | 396,740 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,161,468 | 376,354 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,318,652 | 359,212 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,502,875 | 344,046 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,518,516 | 326,632 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,094,245 | 317,159 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,156,407 | 302,331 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,282,705 | 279,419 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $16,777,000 | 268,432 | 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. | ||||||