Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,673,713
+$5,491,966 QoQ
Shares Held
2,000,918
+2.4% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#48
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 89%
None 11%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $9,541,878,445 across 37 Utilities - Regulated Electric names. XEL ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
14,077,782 | $1,616,974,036 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,728,413 | $1,330,944,179 | |
| 3 | SO |
Southern Co
|
10,863,803 | $980,248,442 | |
| 4 | DTE |
Dte Energy Co
|
5,606,302 | $854,232,233 | |
| 5 | NEE |
Nextera Energy Inc
|
9,201,237 | $807,592,567 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,822,834 | $679,932,321 | |
| 7 | AEE |
Ameren Corp
|
5,936,910 | $671,108,303 | |
| 8 | PCG |
PG&E Corp
|
36,787,426 | $618,764,502 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,673,713 | 2,000,918 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $155,181,747 | 1,953,446 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $140,416,795 | 1,901,121 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $234,869,007 | 2,912,201 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $205,132,928 | 3,012,231 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $162,600,450 | 2,296,941 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $154,952,253 | 2,294,909 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $149,943,491 | 2,296,225 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $93,734,601 | 1,755,001 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $89,159,047 | 1,658,773 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $110,776,181 | 1,789,310 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $105,052,369 | 1,835,938 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $374,610,741 | 6,025,587 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $414,423,382 | 6,145,068 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $441,498,231 | 6,297,222 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $412,343,808 | 6,442,872 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $454,396,518 | 6,421,658 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $469,653,055 | 6,507,594 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $453,782,199 | 6,702,839 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $412,885,749 | 6,606,172 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $424,706,420 | 6,446,667 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $403,533,261 | 6,067,257 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $379,840,256 | 5,697,319 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $364,502,260 | 5,281,876 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $332,652,936 | 5,322,447 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $378,834,566 | 6,282,497 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||