ANCHOR CAPITAL ADVISORS LLC

Position in XEL — Xcel Energy Inc

CIK 813933 Boston, MA

Position in XEL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$48,979,367

+$2,941,395 QoQ

Shares Held

616,558

-1.1% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.324501506752.ToString("F0")% Shared 0.ToString("F0")% None 2.6754984932479995.ToString("F0")%

Utilities · as of Mar 31, 2026

ANCHOR CAPITAL ADVISORS LLC holds $185,198,781 across 6 Utilities - Regulated Electric names. XEL ranks #3 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IDA	Idacorp Inc	413,452	$59,111,232
2	LNT	Alliant Energy Corp	771,400	$55,355,664
3	XEL	Xcel Energy Inc This page	616,558	$48,979,367
4	ETR	Entergy Corp /De/	187,018	$21,013,342
5	ES	Eversource Energy	6,664	$461,681
6	SO	Southern Co	2,875	$277,495

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,979,367	616,558	-1.1%	Shares	Sole	2026-05-12
2025-12-31	$46,037,972	623,314	-3.4%	Shares	Sole	2026-02-10
2025-09-30	$52,012,798	644,920	-2.3%	Shares	Sole	2025-10-30
2025-06-30	$44,969,562	660,346	+2.4%	Shares	Sole	2025-08-06
2025-03-31	$45,639,658	644,719	+48.6%	Shares	Sole	2025-05-13
2024-12-31	$29,302,329	433,980	-7.2%	Shares	Sole	2025-02-05
2024-09-30	$30,543,422	467,740	-3.2%	Shares	Sole	2024-10-31
2024-06-30	$25,815,029	483,337	-5.3%	Shares	Sole	2024-08-06
2024-03-31	$27,444,158	510,589	-6.8%	Shares	Sole	2024-05-07
2023-12-31	$33,901,420	547,592	-4.6%	Shares	Sole	2024-02-05
2023-09-30	$32,837,756	573,886	-5.1%	Shares	Sole	2023-11-09
2023-06-30	$37,592,458	604,672	-3.4%	Shares	Sole	2023-08-04
2023-03-31	$42,231,737	626,212	-2.8%	Shares	Sole	2023-05-03
2022-12-31	$45,170,470	644,280	-1.8%	Shares	Sole	2023-02-10
2022-09-30	$41,972,032	655,813	-1.9%	Shares	Sole	2022-11-09
2022-06-30	$47,295,842	668,398	-3.8%	Shares	Sole	2022-08-04
2022-03-31	$50,162,624	695,062	-1.2%	Shares	Sole	2022-05-06
2021-12-31	$47,616,930	703,352	-0.8%	Shares	Sole	2022-02-10
2021-09-30	$44,309,687	708,955	-1.2%	Shares	Sole	2021-11-02
2021-06-30	$47,287,807	717,787	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$48,215,426	724,935	+30.1%	Shares	Sole	2021-05-14
2020-12-31	$37,142,923	557,116	-0.6%	Shares	Sole	2021-02-08
2020-09-30	$38,689,835	560,641	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$35,256,937	564,111	+4.7%	Shares	Sole	2020-08-10
2020-03-31	$32,486,685	538,751	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.