Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in XEL — Xcel Energy Inc
CIK 1429390
Ramat Gan, L3
Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$66,809
+$6,356 QoQ
Shares Held
832
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,065
of 1,281 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Harel Insurance Investments & Financial Services Ltd. holds $2,816,072 across 22 Utilities - Regulated Electric names. XEL ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,825 | $1,213,420 | |
| 2 | DUK |
Duke Energy CORP
|
2,501 | $316,576 | |
| 3 | SO |
Southern Co
|
2,615 | $250,281 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,634 | $223,547 | |
| 5 | D |
Dominion Energy, Inc
|
1,184 | $80,855 | |
| 6 | ETR |
Entergy Corp /De/
|
616 | $70,753 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
832 | $66,809 | |
| 8 | EXC |
Exelon Corp
|
1,366 | $63,682 |
All Filings in XEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,809 | 832 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $60,453 | 761 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $364,720 | 4,938 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $49,599 | 615 | Shares | Defined | 2025-10-29 | |
| 2025-03-31 | $217,112 | 3,067 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $445,226 | 6,594 | Shares | Defined | 2025-01-21 | |
| 2020-03-31 | $34,250 | 568 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||