Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$287,393
-$735 QoQ
Shares Held
3,579
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#834
of 1,281 holders
Holding Since
Dec 2020
4 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, 2026Heartland Bank & Trust Co holds $5,515,167 across 8 Utilities - Regulated Electric names. XEL ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,132 | $1,240,364 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,592 | $886,516 | |
| 3 | SO |
Southern Co
|
8,704 | $833,058 | |
| 4 | EVRG |
Evergy, Inc.
|
8,593 | $742,692 | |
| 5 | AEE |
Ameren Corp
|
6,187 | $699,378 | |
| 6 | PPL |
PPL Corp
|
15,078 | $548,085 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
3,579 | $287,393 | |
| 8 | ED |
Consolidated Edison Inc
|
2,510 | $277,681 |
All Filings in XEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,393 | 3,579 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $288,128 | 3,627 | Shares | Sole | 2026-05-06 | |
| 2021-03-31 | $203,520 | 3,060 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $324,149 | 4,862 | Shares | Sole | 2021-06-15 | |
| No filing history on record for this holder in this stock. | ||||||