Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$220,636,373
+$10,754,305 QoQ
Shares Held
2,747,651
+4.0% QoQ
Ownership
0.440%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#36
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. XEL ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
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|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in XEL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,636,373 | 2,747,651 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $209,882,068 | 2,642,020 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $177,893,064 | 2,408,517 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $199,738,354 | 2,476,607 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $239,443,412 | 3,516,056 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $228,864,636 | 3,233,008 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $237,142,392 | 3,512,180 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $244,881,986 | 3,750,107 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $184,546,663 | 3,455,283 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,002,927 | 4,186,101 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $254,537,453 | 4,111,411 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $206,434,194 | 3,607,728 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $233,532,526 | 3,756,354 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $286,336,615 | 4,245,798 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $288,341,745 | 4,112,705 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $304,920,960 | 4,764,390 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $345,869,924 | 4,887,930 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $348,331,894 | 4,826,547 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $318,965,908 | 4,711,461 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $294,991,749 | 4,719,868 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $268,592,692 | 4,076,999 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $264,054,874 | 3,970,153 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $253,404,334 | 3,800,875 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $248,273,549 | 3,597,646 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $240,499,999 | 3,848,000 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $180,406,864 | 2,991,822 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||