Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,514
+$25,518 QoQ
Shares Held
1,314
+30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,024
of 1,278 holders
Holding Since
Mar 2020
18 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, 2026LOOMIS SAYLES & CO L P holds $10,026,237 across 8 Utilities - Regulated Electric names. XEL ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,360 | $7,387,208 | |
| 2 | PCG |
PG&E Corp
|
120,184 | $2,021,494 | |
| 3 | NEE |
Nextera Energy Inc
|
2,615 | $229,518 | |
| 4 | AEP |
American Electric Power Co Inc
|
888 | $121,487 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
1,314 | $105,514 | |
| 6 | LNT |
Alliant Energy Corp
|
953 | $72,704 | |
| 7 | SO |
Southern Co
|
473 | $45,270 | |
| 8 | EVRG |
Evergy, Inc.
|
498 | $43,042 |
All Filings in XEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,514 | 1,314 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $79,996 | 1,007 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $74,081 | 1,003 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $72,988 | 905 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $77,157 | 1,133 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,759 | 265 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,394 | 228 | Shares | Defined | 2025-02-12 | |
| 2024-03-31 | $12,040 | 224 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $39,498 | 638 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $64,258 | 1,123 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $58,128 | 935 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $78,500 | 1,164 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $96,190 | 1,372 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $68,160 | 1,065 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,839 | 26 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $5,845 | 81 | Shares | Defined | 2022-05-13 | |
| 2020-06-30 | $10,062 | 161 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,251 | 170 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||