Position in XEL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$163,013,262
+$15,986,515 QoQ
Shares Held
2,052,030
+3.1% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.29921102517994.ToString("F0")%
Shared 11.499490748185941.ToString("F0")%
None 11.201298226634114.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. XEL ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
2,052,030 | $163,013,262 |
All Filings in XEL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,013,262 | 2,052,030 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $147,026,747 | 1,990,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $164,099,843 | 2,034,716 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $134,452,688 | 1,974,342 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $137,286,866 | 1,939,354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $129,421,455 | 1,916,787 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $119,893,606 | 1,836,043 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $99,039,922 | 1,854,333 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $90,282,799 | 1,679,680 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $94,202,997 | 1,521,612 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $87,680,721 | 1,532,344 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $94,799,922 | 1,524,850 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $99,272,216 | 1,472,008 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $98,448,529 | 1,404,201 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $83,078,784 | 1,298,106 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $92,981,043 | 1,314,034 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $95,161,413 | 1,318,573 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $82,217,114 | 1,214,433 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $74,790,875 | 1,196,654 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $78,985,508 | 1,198,930 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $80,057,222 | 1,203,687 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $81,409,470 | 1,221,081 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $83,636,600 | 1,211,949 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $74,709,375 | 1,195,350 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $72,455,635 | 1,201,586 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||