Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,744,067
-$117,749 QoQ
Shares Held
46,626
-4.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#342
of 1,278 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. XEL ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
174,727 | $15,335,788 | |
| 2 | SO |
Southern Co
|
76,426 | $7,314,732 | |
| 3 | AEP |
American Electric Power Co Inc
|
49,974 | $6,836,942 | |
| 4 | D |
Dominion Energy, Inc
|
83,617 | $5,710,204 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
40,494 | $4,728,483 | |
| 6 | ETR |
Entergy Corp /De/
|
37,368 | $4,292,088 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
46,626 | $3,744,067 | |
| 8 | NGG |
National Grid PLC
|
37,747 | $3,128,092 |
All Filings in XEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,744,067 | 46,626 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,861,816 | 48,613 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,633,034 | 35,649 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $445,671 | 5,526 | Shares | Other | 2025-11-10 | |
| 2025-03-31 | $219,378 | 3,099 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $229,027 | 3,392 | Shares | Other | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||