Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$395,958
+$4,241 QoQ
Shares Held
4,931
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 1,277 holders
Holding Since
Mar 2020
25 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, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. XEL ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,958 | 4,931 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $391,717 | 4,931 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $279,633 | 3,786 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $310,985 | 3,856 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $305,291 | 4,483 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $324,854 | 4,589 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $295,872 | 4,382 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $271,843 | 4,163 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $227,953 | 4,268 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $229,405 | 4,268 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $264,231 | 4,268 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $244,214 | 4,268 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $265,341 | 4,268 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $287,833 | 4,268 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $299,229 | 4,268 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $287,232 | 4,488 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $317,570 | 4,488 | Shares | Defined | 2022-08-05 | |
| 2021-12-31 | $303,837 | 4,488 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $210,250 | 3,364 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $221,620 | 3,364 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $223,739 | 3,364 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $224,277 | 3,364 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $232,149 | 3,364 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $210,250 | 3,364 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $204,175 | 3,386 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||