Position in XEL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$128,649,741
-$3,503,080 QoQ
Shares Held
1,619,458
-9.5% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.67965578607163.ToString("F0")%
Shared 0.ToString("F0")%
None 2.320344213928364.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$1,518,630
PutShares
22,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $7,265,888,085 across 40 Utilities - Regulated Electric names. XEL ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,493,032 | $2,646,432,810 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,560,214 | $991,015,972 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,940,226 | $516,484,822 | |
| 4 | DUK |
Duke Energy CORP
|
3,886,189 | $508,857,584 | |
| 5 | CMS |
Cms Energy Corp
|
5,422,074 | $420,644,498 | |
| 6 | SO |
Southern Co
|
4,254,837 | $410,676,865 | |
| 7 | AEE |
Ameren Corp
|
2,960,614 | $325,430,689 | |
| 8 | D |
Dominion Energy, Inc
|
3,443,405 | $212,871,296 |
All Filings in XEL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,649,741 | 1,619,458 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $132,152,821 | 1,789,234 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $152,596,975 | 1,892,089 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,518,630 | 22,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $127,152,299 | 1,867,141 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $130,630,838 | 1,845,329 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $121,028,653 | 1,792,486 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $401,167,479 | 6,143,453 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $339,969,441 | 6,365,277 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,935,000 | 36,000 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $335,804,682 | 6,247,529 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $441,059,964 | 7,124,212 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $409,240,299 | 7,152,050 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $445,502,198 | 7,165,871 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $481,505,211 | 7,139,757 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $498,107,570 | 7,104,658 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $453,803,328 | 7,090,677 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $445,391,529 | 6,294,397 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $464,598,199 | 6,437,553 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $400,627,814 | 5,917,693 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $397,188,561 | 6,355,017 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $408,135,821 | 6,195,140 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $446,566,826 | 6,714,281 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $453,592,475 | 6,803,547 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $415,384,644 | 6,019,195 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $232,816,749 | 3,725,068 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,688 | 28 | Put | Defined | 2020-05-14 | |
| 2020-03-31 | $227,914,821 | 3,779,682 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||