Position in XEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$40,234,315
+$1,807,122 QoQ
Shares Held
501,050
+3.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#114
of 1,281 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $108,921,963 across 7 Utilities - Regulated Electric names. XEL ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
447,934 | $52,305,253 | |
| 2 | XEL |
Xcel Energy Inc
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|
501,050 | $40,234,315 | |
| 3 | NEE |
Nextera Energy Inc
|
89,801 | $7,881,833 | |
| 4 | SO |
Southern Co
|
29,606 | $2,833,590 | |
| 5 | DUK |
Duke Energy CORP
|
21,451 | $2,715,267 | |
| 6 | D |
Dominion Energy, Inc
|
27,693 | $1,891,154 | |
| 7 | AEP |
American Electric Power Co Inc
|
7,752 | $1,060,551 |
All Filings in XEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,234,315 | 501,050 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $38,427,193 | 483,726 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $33,992,292 | 460,226 | Shares | Sole | 2026-01-14 | |
| 2023-12-31 | $204,055 | 3,296 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $397,141 | 6,388 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $430,806 | 6,388 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $447,862 | 6,388 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $211,776 | 3,309 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $234,144 | 3,309 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $238,810 | 3,309 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $226,050 | 3,339 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $208,937 | 3,343 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $631,920 | 9,592 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $748,370 | 11,252 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $747,370 | 11,210 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $997,539 | 14,455 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $319,437 | 5,111 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $386,100 | 6,403 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||