Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,360,072
+$9,578,120 QoQ
Shares Held
415,443
+38.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#120
of 1,278 holders
Holding Since
Mar 2020
21 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, 2026APG Asset Management N.V. holds $858,011,666 across 23 Utilities - Regulated Electric names. XEL ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,738,108 | $152,553,739 | |
| 2 | SO |
Southern Co
|
954,653 | $91,369,838 | |
| 3 | DUK |
Duke Energy CORP
|
709,885 | $89,857,243 | |
| 4 | D |
Dominion Energy, Inc
|
819,923 | $55,992,541 | |
| 5 | ED |
Consolidated Edison Inc
|
423,270 | $46,826,360 | |
| 6 | EXC |
Exelon Corp
|
929,127 | $43,315,900 | |
| 7 | ETR |
Entergy Corp /De/
|
339,011 | $38,938,803 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
415,443 | $33,360,072 |
All Filings in XEL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,360,072 | 415,443 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $23,781,952 | 299,370 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $22,352,547 | 302,634 | Shares | Defined | 2026-02-12 | |
| 2024-06-30 | $28,719,464 | 537,717 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $72,305,413 | 1,345,217 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $81,516,092 | 1,316,687 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $66,940,304 | 1,169,876 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $79,374,117 | 1,276,727 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $90,428,542 | 1,340,874 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $102,961,442 | 1,468,570 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $91,564,224 | 1,430,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $135,649,538 | 1,917,037 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $141,406,578 | 1,959,354 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $137,509,125 | 2,031,154 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $129,309,625 | 2,068,954 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $137,086,661 | 2,080,854 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $137,047,446 | 2,060,554 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $137,668,949 | 2,064,931 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $78,220,212 | 1,133,462 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $69,135,125 | 1,106,162 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $62,731,054 | 1,040,316 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||