Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,052,900
+$982,944 QoQ
Shares Held
50,472
+30.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#334
of 1,278 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vident Advisory, LLC holds $90,822,688 across 38 Utilities - Regulated Electric names. XEL ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
123,704 | $10,857,497 | |
| 2 | DUK |
Duke Energy CORP
|
66,142 | $8,372,252 | |
| 3 | SO |
Southern Co
|
81,173 | $7,769,067 | |
| 4 | AEP |
American Electric Power Co Inc
|
46,120 | $6,309,675 | |
| 5 | ETR |
Entergy Corp /De/
|
45,355 | $5,209,473 | |
| 6 | EXC |
Exelon Corp
|
94,960 | $4,427,033 | |
| 7 | NGG |
National Grid PLC
|
50,224 | $4,162,061 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
50,472 | $4,052,900 |
All Filings in XEL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,052,900 | 50,472 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,069,956 | 38,645 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,185,662 | 29,592 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $2,532,407 | 31,400 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,572,292 | 23,088 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,555,518 | 36,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $990,720 | 14,673 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $891,671 | 13,655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $466,108 | 8,727 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $740,245 | 13,772 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $492,369 | 7,953 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $472,522 | 8,258 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||