Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$503,543,392
+$10,933,173 QoQ
Shares Held
6,270,777
+1.1% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#20
of 1,277 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. XEL ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in XEL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,543,392 | 6,270,777 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $492,610,219 | 6,201,035 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $461,144,687 | 6,243,497 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $485,033,373 | 6,014,053 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $384,906,170 | 5,652,073 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $371,005,646 | 5,240,933 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $340,276,357 | 5,039,638 | Shares | Defined | 2025-02-13 | |
| 2023-09-30 | $312,252,858 | 5,457,058 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $347,918,613 | 5,596,246 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $370,373,735 | 5,491,900 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $386,470,296 | 5,512,342 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $358,521,664 | 5,601,901 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $437,051,050 | 6,176,527 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $475,257,997 | 6,585,257 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $454,979,542 | 6,720,525 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $401,506,561 | 6,424,105 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $417,212,570 | 6,332,917 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $411,853,929 | 6,192,361 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $411,410,301 | 6,170,846 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $420,628,784 | 6,095,186 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $382,464,500 | 6,119,432 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $363,540,076 | 6,028,857 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||