Position in XEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,279,845,930
+$464,925,666 QoQ
Shares Held
28,698,967
+16.8% QoQ
Ownership
4.60%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.65709469612617.ToString("F0")%
Shared 0.32233912809474985.ToString("F0")%
None 16.02056617577908.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. XEL ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,279,845,930 | 28,698,967 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,814,920,264 | 24,572,438 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,695,748,103 | 21,026,015 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $1,375,236,997 | 20,194,376 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,473,227,740 | 20,811,241 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,302,538,371 | 19,291,149 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,192,962,755 | 18,268,955 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,070,997,072 | 20,052,370 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,043,908,413 | 19,421,552 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $1,329,446,787 | 21,473,862 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,455,794,035 | 25,442,049 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,891,428,861 | 30,423,498 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,104,158,744 | 31,200,456 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $2,268,394,669 | 32,354,795 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,267,795,840 | 35,434,310 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,452,830,363 | 34,664,081 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,182,458,033 | 30,240,516 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,124,700,718 | 31,384,058 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $2,488,232,995 | 39,811,728 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,764,315,438 | 41,959,858 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,502,040,546 | 37,619,013 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $2,266,343,437 | 33,993,452 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $2,419,149,820 | 35,055,062 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $2,174,344,495 | 34,789,512 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,212,188,526 | 36,686,377 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||