Position in XEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$55,271,533
+$55,026,600 QoQ
Shares Held
688,313
+19793.4% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2
of 193 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perpetual Ltd holds $151,642,387 across 8 Utilities - Regulated Electric names. XEL ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
608,698 | $65,130,686 | |
| 2 | XEL |
Xcel Energy Inc
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|
688,313 | $55,271,533 | |
| 3 | ETR |
Entergy Corp /De/
|
222,552 | $25,562,322 | |
| 4 | NGG |
National Grid PLC
|
28,478 | $2,359,971 | |
| 5 | PCG |
PG&E Corp
|
104,298 | $1,754,292 | |
| 6 | NEE |
Nextera Energy Inc
|
9,976 | $875,593 | |
| 7 | DUK |
Duke Energy CORP
|
3,554 | $449,864 | |
| 8 | SO |
Southern Co
|
2,488 | $238,126 |
All Filings in XEL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,271,533 | 688,313 | Shares | Sole | 2026-07-15 | |
| 2025-03-31 | $244,933 | 3,460 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $233,619 | 3,460 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $225,285 | 3,450 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $215,808 | 3,200 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $220,832 | 3,200 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $200,000 | 3,200 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||