Position in XEL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$22,905,093
+$288,446 QoQ
Shares Held
285,244
+0.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#146
of 1,273 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Associated Banc-Corp holds $56,694,471 across 10 Utilities - Regulated Electric names. XEL ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
285,244 | $22,905,093 | |
| 2 | NEE |
Nextera Energy Inc
|
189,720 | $16,651,724 | |
| 3 | SO |
Southern Co
|
109,291 | $10,460,241 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
26,330 | $3,074,554 | |
| 5 | ED |
Consolidated Edison Inc
|
10,804 | $1,195,246 | |
| 6 | LNT |
Alliant Energy Corp
|
10,342 | $788,991 | |
| 7 | DUK |
Duke Energy CORP
|
4,080 | $516,446 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,171 | $433,824 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,905,093 | 285,244 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $22,616,647 | 284,701 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $20,735,530 | 280,741 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $22,995,653 | 285,129 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $19,624,785 | 288,176 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $20,613,552 | 291,193 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $19,929,270 | 295,161 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $20,173,977 | 308,943 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,787,515 | 295,591 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $16,022,552 | 298,094 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $18,256,763 | 294,892 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,496,754 | 288,304 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,450,870 | 280,696 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $19,016,663 | 281,979 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $19,547,929 | 278,818 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,681,536 | 276,274 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $19,313,375 | 272,942 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $19,683,862 | 272,743 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $18,530,166 | 273,710 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $17,293,187 | 276,691 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $18,943,859 | 287,551 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $21,191,748 | 318,625 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $19,921,994 | 298,815 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $20,874,902 | 302,491 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,012,686 | 320,203 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,286,110 | 319,836 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||