Position in XEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$127,036,125
+$15,413,154 QoQ
Shares Held
1,582,019
+12.6% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#54
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,751,979,724 across 29 Utilities - Regulated Electric names. XEL ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,448,444 | $478,209,929 | |
| 2 | SO |
Southern Co
|
2,766,994 | $264,828,995 | |
| 3 | DUK |
Duke Energy CORP
|
1,931,704 | $244,515,092 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,372,661 | $187,793,751 | |
| 5 | D |
Dominion Energy, Inc
|
2,132,121 | $145,602,543 | |
| 6 | ETR |
Entergy Corp /De/
|
1,114,281 | $127,986,315 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
1,582,019 | $127,036,125 | |
| 8 | EXC |
Exelon Corp
|
2,639,618 | $123,058,991 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,036,125 | 1,582,019 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $111,622,971 | 1,405,123 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $95,684,595 | 1,295,486 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $99,270,230 | 1,230,877 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $79,113,336 | 1,161,723 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $76,698,912 | 1,083,471 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $64,540,409 | 955,871 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $55,439,242 | 848,993 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $41,801,817 | 782,659 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $37,176,993 | 691,665 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $36,939,715 | 596,668 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $32,065,916 | 560,397 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $31,044,029 | 499,341 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $31,393,657 | 465,505 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $30,338,419 | 432,726 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $24,577,344 | 384,021 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $24,955,070 | 352,672 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $23,016,672 | 318,923 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $19,694,065 | 290,902 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $15,514,312 | 248,229 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $14,404,398 | 218,646 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $12,511,728 | 188,118 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $10,873,476 | 163,094 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $13,351,295 | 193,469 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $10,755,937 | 172,095 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $8,411,186 | 139,489 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||