Position in XEL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$81,783,162
-$3,846,946 QoQ
Shares Held
1,029,496
-11.2% QoQ
Ownership
0.165%
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")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,130,682,950 across 34 Utilities - Regulated Electric names. XEL ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,520,650 | $512,757,972 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,623,922 | $419,541,449 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,989,056 | $391,805,460 | |
| 4 | DUK |
Duke Energy CORP
|
2,621,662 | $343,280,422 | |
| 5 | SO |
Southern Co
|
2,445,718 | $236,060,701 | |
| 6 | ETR |
Entergy Corp /De/
|
1,970,630 | $221,419,986 | |
| 7 | NGG |
National Grid PLC
|
1,640,438 | $138,781,054 | |
| 8 | PPL |
PPL Corp
|
3,250,405 | $124,165,471 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,783,162 | 1,029,496 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $85,630,108 | 1,159,357 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $112,101,483 | 1,389,975 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $95,844,757 | 1,407,412 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $95,868,631 | 1,354,268 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $89,236,660 | 1,321,633 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $84,778,467 | 1,298,292 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $67,863,547 | 1,270,615 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $43,254,291 | 804,731 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $50,784,649 | 820,298 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $28,281,328 | 494,256 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,431,708 | 457,322 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $30,773,951 | 456,316 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,744,770 | 395,732 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,011,648 | 375,182 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,912,543 | 352,071 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,645,681 | 355,351 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,031,434 | 207,259 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $12,039,937 | 192,639 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $11,615,171 | 176,308 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,761,051 | 161,796 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $31,751,387 | 476,247 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $28,350,826 | 410,822 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $21,508,625 | 344,138 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $17,167,349 | 284,699 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||