Position in XEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,757,309
+$3,546,700 QoQ
Shares Held
133,964
+47.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#217
of 1,278 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $168,643,808 across 7 Utilities - Regulated Electric names. XEL ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,020,667 | $89,583,942 | |
| 2 | ETR |
Entergy Corp /De/
|
319,579 | $36,706,843 | |
| 3 | DUK |
Duke Energy CORP
|
123,711 | $15,659,338 | |
| 4 | AEP |
American Electric Power Co Inc
|
107,049 | $14,645,373 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
133,964 | $10,757,309 | |
| 6 | SO |
Southern Co
|
11,483 | $1,099,037 | |
| 7 | FE |
Firstenergy Corp
|
4,038 | $191,966 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,757,309 | 133,964 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $7,210,609 | 90,768 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $3,128,266 | 42,354 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $1,046,675 | 12,978 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $669,967 | 9,838 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $927,632 | 13,104 | Shares | Defined | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||