Position in XEL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$38,427,193
+$4,434,901 QoQ
Shares Held
483,726
+5.1% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0.2689539119253462.ToString("F0")%
Shared 0.ToString("F0")%
None 99.73104608807465.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $105,302,524 across 7 Utilities - Regulated Electric names. XEL ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
442,053 | $51,176,475 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
483,726 | $38,427,193 | |
| 3 | NEE |
Nextera Energy Inc
|
90,908 | $8,443,535 | |
| 4 | DUK |
Duke Energy CORP
|
19,315 | $2,529,106 | |
| 5 | SO |
Southern Co
|
25,834 | $2,493,497 | |
| 6 | D |
Dominion Energy, Inc
|
24,921 | $1,540,616 | |
| 7 | AEP |
American Electric Power Co Inc
|
5,280 | $692,102 |
All Filings in XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||