Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$708,086,443
+$265,394,493 QoQ
Shares Held
8,818,013
+58.2% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#16
of 1,281 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARROW HANLEY MEWHINNEY & STRAUSS LLC holds $2,510,579,437 across 7 Utilities - Regulated Electric names. XEL ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
8,818,013 | $708,086,443 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
6,575,681 | $703,597,867 | |
| 3 | ETR |
Entergy Corp /De/
|
5,513,999 | $633,337,925 | |
| 4 | PCG |
PG&E Corp
|
18,719,059 | $314,854,571 | |
| 5 | CNP |
Centerpoint Energy Inc
|
3,420,488 | $150,638,291 | |
| 6 | IDA |
Idacorp Inc
|
216 | $32,680 | |
| 7 | LNT |
Alliant Energy Corp
|
415 | $31,660 |
All Filings in XEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,086,443 | 8,818,013 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $442,691,950 | 5,572,658 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $421,695,027 | 5,709,383 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $498,793,474 | 6,184,668 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $423,582,271 | 6,220,004 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $442,333,792 | 6,248,535 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $443,869,321 | 6,573,894 | Shares | Defined | 2025-02-18 | |
| 2024-09-30 | $358,084,695 | 5,483,686 | Shares | Defined | 2024-11-13 | |
| 2021-06-30 | $7,342,587 | 111,454 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,754,465 | 116,591 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,182,924 | 137,737 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,460,446 | 224,032 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,464,687 | 231,435 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $21,586,796 | 357,990 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||