Position in XEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,289,863
+$346,683 QoQ
Shares Held
129,530
-3.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $253,555,538 across 33 Utilities - Regulated Electric names. XEL ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
501,910 | $46,617,400 | |
| 2 | DUK |
Duke Energy CORP
|
202,051 | $26,456,557 | |
| 3 | AEP |
American Electric Power Co Inc
|
191,859 | $25,148,877 | |
| 4 | SO |
Southern Co
|
246,737 | $23,815,055 | |
| 5 | ETR |
Entergy Corp /De/
|
123,452 | $13,871,066 | |
| 6 | D |
Dominion Energy, Inc
|
202,372 | $12,510,637 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
106,047 | $12,277,061 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
129,530 | $10,289,863 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,289,863 | 129,530 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,943,180 | 134,622 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,077,378 | 124,952 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,786,281 | 114,336 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,202,386 | 101,743 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,829,985 | 101,155 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,392,339 | 67,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,191,728 | 59,759 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,229,031 | 60,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,012,758 | 64,816 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,283,741 | 57,388 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,417,418 | 38,884 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,594,888 | 23,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,506,313 | 21,485 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,627,328 | 25,427 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,034,794 | 14,624 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $800,004 | 11,085 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $430,775 | 6,363 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $204,437 | 3,271 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $202,976 | 3,081 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $205,316 | 3,087 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $226,277 | 3,394 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $234,426 | 3,397 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $186,062 | 2,977 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,688 | 227 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||