Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$472,565
+$28,019 QoQ
Shares Held
5,885
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#694
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. XEL ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
This page
|
5,885 | $472,565 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,565 | 5,885 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $444,546 | 5,596 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $423,143 | 5,729 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $456,962 | 5,666 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $385,854 | 5,666 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $410,582 | 5,800 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $387,092 | 5,733 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $374,364 | 5,733 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $312,822 | 5,857 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $312,932 | 5,822 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $367,869 | 5,942 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $336,281 | 5,877 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $412,435 | 6,634 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $447,396 | 6,634 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $475,836 | 6,787 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $423,232 | 6,613 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $490,437 | 6,931 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $677,387 | 9,386 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $818,696 | 12,093 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,033,687 | 16,539 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,097,956 | 16,666 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,283,177 | 19,293 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,225,327 | 18,379 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,163,025 | 16,853 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,508,562 | 24,137 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $890,570 | 14,769 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||