CAPTRUST FINANCIAL ADVISORS

Position in XEL — Xcel Energy Inc

CIK 1512024 RALEIGH, NC

Position in XEL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,899,168

+$2,388,207 QoQ

Shares Held

137,200

+19.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 51.80174927113702.ToString("F0")% Shared 0.ToString("F0")% None 48.19825072886297.ToString("F0")%

Utilities · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $479,396,163 across 30 Utilities - Regulated Electric names. XEL ranks #8 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,344,582	$124,884,776
2	AEP	American Electric Power Co Inc	721,324	$94,551,149
3	DUK	Duke Energy CORP	490,302	$64,200,143
4	SO	Southern Co	306,613	$29,594,286
5	ETR	Entergy Corp /De/	139,129	$15,632,534
6	PNW	Pinnacle West Capital Corp	135,613	$13,663,009
7	D	Dominion Energy, Inc	205,752	$12,719,588
8	XEL	Xcel Energy Inc This page	137,200	$10,899,168

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,899,168	137,200	+19.1%	Shares	Sole	2026-05-15
2025-12-31	$8,510,961	115,231	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$9,308,219	115,415	+3.6%	Shares	Sole	2025-11-19
2025-06-30	$7,588,587	111,433	+0.1%	Shares	Sole	2025-08-15
2025-03-31	$7,880,696	111,325	+4.7%	Shares	Sole	2025-05-15
2024-12-31	$7,181,157	106,356	+7.0%	Shares	Sole	2025-02-14
2024-09-30	$6,488,991	99,372	+11.0%	Shares	Sole	2024-11-14
2024-06-30	$4,782,918	89,551	+10.1%	Shares	Sole	2024-08-15
2024-03-31	$4,370,197	81,306	-26.5%	Shares	Sole	2024-05-15
2023-12-31	$6,850,217	110,648	+3.2%	Shares	Sole	2024-02-14
2023-09-30	$6,134,098	107,202	+3.6%	Shares	Sole	2023-11-15
2023-06-30	$6,435,465	103,514	-0.2%	Shares	Sole	2023-08-15
2023-03-31	$6,995,214	103,725	+4.8%	Shares	Sole	2023-05-15
2022-12-31	$6,937,945	98,958	-0.6%	Shares	Sole	2023-02-15
2022-09-30	$6,370,752	99,543	-1.8%	Shares	Sole	2022-11-16
2022-06-30	$7,175,630	101,408	+18.9%	Shares	Sole	2022-08-23
2022-03-31	$6,157,688	85,322	+22.3%	Shares	Sole	2022-05-16
2021-12-31	$4,721,262	69,738	-1.8%	Shares	Sole	2022-02-14
2021-09-30	$4,437,000	70,992	+1.9%	Shares	Sole	2021-11-16
2021-06-30	$4,587,619	69,636	+3.0%	Shares	Sole	2021-08-16
2021-03-31	$4,498,137	67,631	+4.1%	Shares	Sole	2021-05-17
2020-12-31	$4,331,816	64,974	+0.8%	Shares	Sole	2021-02-16
2020-09-30	$4,447,763	64,451	-0.6%	Shares	Sole	2020-11-17
2020-06-30	$4,052,250	64,836	+4.0%	Shares	Sole	2020-08-14
2020-03-31	$3,758,981	62,338	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.