Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,328,280
+$42,284,946 QoQ
Shares Held
2,818,534
+21.7% QoQ
Ownership
0.451%
of shares outstanding
% of Portfolio
5.06%
of 13F equity value
Holder Rank
#35
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Magellan Asset Management Ltd holds $1,971,566,304 across 27 Utilities - Regulated Electric names. XEL ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,437,065 | $248,396,687 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
2,818,534 | $226,328,280 | |
| 3 | CMS |
Cms Energy Corp
|
2,539,050 | $194,237,325 | |
| 4 | EVRG |
Evergy, Inc.
|
2,173,521 | $187,857,420 | |
| 5 | D |
Dominion Energy, Inc
|
2,690,485 | $183,733,220 | |
| 6 | LNT |
Alliant Energy Corp
|
1,987,533 | $151,628,892 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,238,180 | $144,582,278 | |
| 8 | SO |
Southern Co
|
592,268 | $56,685,970 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,328,280 | 2,818,534 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $184,043,334 | 2,316,759 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $155,956,054 | 2,111,509 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $171,424,559 | 2,125,537 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $136,407,705 | 2,003,050 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $146,769,260 | 2,073,305 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $162,056,372 | 2,400,124 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $245,097,607 | 3,753,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $184,649,265 | 3,457,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $160,915,997 | 2,993,786 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $172,113,762 | 2,780,064 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $184,325,647 | 3,221,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $204,125,434 | 3,283,343 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $444,309,421 | 6,588,218 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $510,184,861 | 7,276,920 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $517,193,216 | 8,081,144 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $592,232,754 | 8,369,598 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $705,629,473 | 9,777,324 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,519,999,587 | 22,451,988 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,836,885,562 | 29,390,169 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,975,066,984 | 29,979,766 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,383,950,120 | 35,843,484 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,265,159,785 | 33,975,698 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,263,997,268 | 32,806,800 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,027,568,750 | 32,441,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,826,408,368 | 30,288,696 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||