Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,265,539
+$1,252,131 QoQ
Shares Held
255,105
-0.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.71946845416593.ToString("F0")%
Shared 1.235961662844711.ToString("F0")%
None 6.044569882989357.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026US BANCORP \DE\ holds $549,172,848 across 37 Utilities - Regulated Electric names. XEL ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,811,759 | $261,156,173 | |
| 2 | DUK |
Duke Energy CORP
|
345,167 | $45,196,165 | |
| 3 | SO |
Southern Co
|
409,864 | $39,560,072 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
325,122 | $37,639,371 | |
| 5 | CMS |
Cms Energy Corp
|
360,707 | $27,983,648 | |
| 6 | AEP |
American Electric Power Co Inc
|
207,856 | $27,245,762 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
255,105 | $20,265,539 | |
| 8 | AEE |
Ameren Corp
|
93,806 | $10,311,153 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,265,539 | 255,105 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,013,408 | 257,425 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $26,549,010 | 329,188 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,710,940 | 333,494 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $23,589,986 | 333,239 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $23,170,837 | 343,170 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $22,780,033 | 348,852 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $19,447,860 | 364,124 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $20,704,121 | 385,193 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $25,053,613 | 404,678 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $22,865,683 | 399,610 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $26,265,518 | 422,479 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $28,766,867 | 426,555 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $30,068,213 | 428,872 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,303,872 | 426,623 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $31,762,889 | 448,882 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $32,332,447 | 448,004 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $31,507,849 | 465,404 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $29,634,874 | 474,158 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $31,835,653 | 483,237 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $32,222,165 | 484,471 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $32,513,758 | 487,682 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $34,604,442 | 501,441 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $31,466,187 | 503,459 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $30,893,618 | 512,332 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||