Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,745,855,369
-$533,990,561 QoQ
Shares Held
21,741,661
-24.2% QoQ
Ownership
3.48%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#7
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 17%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. XEL ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,745,855,369 | 21,741,661 | Shares | Other | 2026-08-12 | |
| 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 | 2025-11-07 | |
| 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. | ||||||