Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,383,199
+$1,823,554 QoQ
Shares Held
42,132
+114.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#355
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 22%
None 17%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Savant Capital, LLC holds $130,873,375 across 33 Utilities - Regulated Electric names. XEL ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
447,836 | $42,862,383 | |
| 2 | NEE |
Nextera Energy Inc
|
214,715 | $18,845,535 | |
| 3 | EVRG |
Evergy, Inc.
|
154,504 | $13,353,780 | |
| 4 | DUK |
Duke Energy CORP
|
77,815 | $9,849,822 | |
| 5 | AEP |
American Electric Power Co Inc
|
63,574 | $8,697,558 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
55,287 | $6,455,862 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
42,132 | $3,383,199 | |
| 8 | ED |
Consolidated Edison Inc
|
24,455 | $2,705,456 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,383,199 | 42,132 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,559,645 | 19,633 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,295,061 | 17,534 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,371,453 | 17,005 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $893,335 | 13,118 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $796,245 | 11,248 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $2,096,293 | 31,047 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,014,374 | 30,848 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,696,889 | 31,771 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $802,863 | 14,937 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $720,013 | 11,630 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $547,538 | 9,569 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $636,434 | 10,237 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $658,281 | 9,761 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $676,771 | 9,653 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $690,816 | 10,794 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $783,030 | 11,066 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $781,889 | 10,834 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $742,330 | 10,965 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $557,375 | 8,918 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $529,741 | 8,041 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $529,752 | 7,965 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $518,625 | 7,779 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $549,802 | 7,967 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $499,062 | 7,985 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $395,568 | 6,560 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||