Vontobel Holding Ltd.

Position in XEL — Xcel Energy Inc

CIK 1588340 ZURICH, V8

Position in XEL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,584,880

-$5,303,360 QoQ

Shares Held

19,737

-77.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#456

of 1,281 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

Vontobel Holding Ltd. holds $274,221,777 across 22 Utilities - Regulated Electric names. XEL ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,391,408	$209,893,877
2	ES	Eversource Energy	511,826	$36,989,663
3	DUK	Duke Energy CORP	54,885	$6,947,342
4	CNP	Centerpoint Energy Inc	120,112	$5,289,732
5	EIX	Edison International	42,126	$3,136,279
6	AEP	American Electric Power Co Inc	16,051	$2,195,936
7	SO	Southern Co	21,247	$2,033,548
8	XEL	Xcel Energy Inc This page	19,737	$1,584,880

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,584,880	19,737	-77.2%	Shares	Defined	2026-08-03
2026-03-31	$6,888,240	86,710	-65.8%	Shares	Defined	2026-05-08
2025-12-31	$18,727,349	253,552	+4061.4%	Shares	Defined	2026-02-13
2025-09-30	$491,398	6,093	-51.9%	Shares	Defined	2025-10-15
2022-06-30	$897,236	12,680	+11.4%	Shares	Defined	2022-07-27
2022-03-31	$821,438	11,382	0.0%	Shares	Defined	2022-05-13
2021-12-31	$770,561	11,382	-31.7%	Shares	Defined	2022-02-14
2021-09-30	$1,040,812	16,653	+6.2%	Shares	Defined	2021-10-29
2021-06-30	$1,033,326	15,685	-13.8%	Shares	Defined	2021-08-06
2021-03-31	$1,210,546	18,201	-4.1%	Shares	Defined	2021-05-11
2020-12-31	$1,265,662	18,984	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.