Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$631,929,277
+$14,907,521 QoQ
Shares Held
7,869,605
+1.3% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#18
of 1,278 holders
Holding Since
Mar 2020
26 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, 2026FRANKLIN RESOURCES INC holds $16,150,451,221 across 35 Utilities - Regulated Electric names. XEL ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,455,018 | $3,901,816,925 | |
| 2 | SO |
Southern Co
|
23,578,266 | $1,934,133,856 | |
| 3 | DUK |
Duke Energy CORP
|
10,537,072 | $1,333,782,568 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,148,318 | $1,251,581,380 | |
| 5 | ETR |
Entergy Corp /De/
|
9,451,550 | $1,085,605,028 | |
| 6 | PPL |
PPL Corp
|
20,938,277 | $821,706,554 | |
| 7 | AEE |
Ameren Corp
|
6,099,146 | $689,447,460 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
7,869,605 | $631,929,277 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,929,277 | 7,869,605 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $617,021,756 | 7,767,142 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $504,261,641 | 6,827,263 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $539,739,799 | 6,692,372 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $371,041,619 | 5,448,482 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $387,788,961 | 5,478,019 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $367,052,560 | 5,436,205 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $318,973,191 | 4,884,735 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $265,198,324 | 4,965,331 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $274,923,453 | 5,114,855 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $151,863,245 | 2,452,968 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $142,982,535 | 2,498,821 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $162,261,271 | 2,609,961 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $178,395,521 | 2,645,248 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $184,972,751 | 2,638,322 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $167,160,896 | 2,611,889 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $180,046,269 | 2,544,464 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $169,934,871 | 2,354,647 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $338,579,139 | 5,001,169 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $325,854,124 | 5,213,666 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $344,324,254 | 5,226,537 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $346,160,604 | 5,204,640 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $209,222,124 | 3,138,175 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $250,137,300 | 3,624,653 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $251,009,936 | 4,016,159 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $263,945,280 | 4,377,202 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||