Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,501,446
+$18,893,051 QoQ
Shares Held
623,130
+50.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.07917569088929.ToString("F0")%
Shared 3.9208243091107167.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, 2026MACQUARIE GROUP LTD holds $763,264,123 across 30 Utilities - Regulated Electric names. XEL ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,228,411 | $114,094,812 | |
| 2 | SO |
Southern Co
|
740,742 | $71,496,417 | |
| 3 | DUK |
Duke Energy CORP
|
528,355 | $69,182,803 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
623,130 | $49,501,446 | |
| 5 | AEP |
American Electric Power Co Inc
|
365,471 | $47,905,937 | |
| 6 | ETR |
Entergy Corp /De/
|
316,769 | $35,592,164 | |
| 7 | D |
Dominion Energy, Inc
|
557,754 | $34,480,351 | |
| 8 | EXC |
Exelon Corp
|
680,105 | $33,338,747 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,501,446 | 623,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,608,395 | 414,411 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $260,569,339 | 3,230,866 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $118,681,341 | 1,742,751 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $114,642,846 | 1,619,478 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $133,881,490 | 1,982,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $110,444,958 | 1,691,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $93,512,309 | 1,750,839 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $97,666,382 | 1,817,049 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $86,773,364 | 1,401,605 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $92,021,374 | 1,608,203 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $82,677,146 | 1,329,856 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $88,549,256 | 1,313,008 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $157,470,422 | 2,246,048 | Shares | Other | 2023-02-21 | |
| 2022-09-30 | $106,913,088 | 1,670,517 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $151,112,152 | 2,135,559 | Shares | Defined | 2022-08-17 | |
| 2022-03-31 | $117,107,153 | 1,622,657 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $94,663,214 | 1,398,275 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $31,750,936 | 508,015 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $38,870,648 | 590,022 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $38,062,075 | 572,276 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $35,783,321 | 536,723 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $37,309,151 | 540,634 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $34,411,499 | 550,584 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $35,427,274 | 587,517 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||