Position in XEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,272,112
-$16,960 QoQ
Shares Held
15,842
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#496
of 1,278 holders
Holding Since
Mar 2024
10 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, 2026EQUITABLE TRUST CO holds $28,318,559 across 11 Utilities - Regulated Electric names. XEL ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
66,089 | $5,476,794 | |
| 2 | ETR |
Entergy Corp /De/
|
41,666 | $4,785,756 | |
| 3 | NEE |
Nextera Energy Inc
|
53,740 | $4,716,759 | |
| 4 | DUK |
Duke Energy CORP
|
27,190 | $3,441,710 | |
| 5 | SO |
Southern Co
|
27,472 | $2,629,344 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,169 | $2,075,270 | |
| 7 | EIX |
Edison International
|
19,059 | $1,418,942 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
15,842 | $1,272,112 |
All Filings in XEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,112 | 15,842 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,289,072 | 16,227 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,192,617 | 16,147 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,366,694 | 16,946 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,154,021 | 16,946 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,219,427 | 17,226 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,158,845 | 17,163 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,120,743 | 17,163 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $916,674 | 17,163 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $903,698 | 16,813 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||