Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,543,799
+$59,720 QoQ
Shares Held
44,132
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#348
of 1,278 holders
Holding Since
Dec 2020
23 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, 2026Siemens Fonds Invest GmbH holds $35,733,735 across 22 Utilities - Regulated Electric names. XEL ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
97,725 | $8,577,323 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
44,132 | $3,543,799 | |
| 3 | ES |
Eversource Energy
|
44,938 | $3,247,669 | |
| 4 | CMS |
Cms Energy Corp
|
37,240 | $2,848,860 | |
| 5 | DUK |
Duke Energy CORP
|
22,168 | $2,806,025 | |
| 6 | SO |
Southern Co
|
28,481 | $2,725,916 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,740 | $2,305,039 | |
| 8 | AEE |
Ameren Corp
|
20,075 | $2,269,278 |
All Filings in XEL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,543,799 | 44,132 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,484,079 | 43,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,008,687 | 40,735 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,974,028 | 49,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,704,387 | 39,712 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,805,478 | 39,631 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,716,127 | 40,227 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $2,233,913 | 34,210 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,827,156 | 34,210 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,958,972 | 36,446 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,270,920 | 36,681 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,468,241 | 43,136 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,036,196 | 48,837 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,371,393 | 49,991 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,509,356 | 50,055 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,305,152 | 51,643 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,571,257 | 50,470 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,645,595 | 50,514 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,340,114 | 49,337 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,545,375 | 56,726 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,628,736 | 55,081 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,827,983 | 57,555 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $4,086,737 | 61,298 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||