Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,753,719
-$205,594 QoQ
Shares Held
121,466
-3.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#229
of 1,277 holders
Holding Since
Dec 2021
19 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, 2026DEAN INVESTMENT ASSOCIATES, LLC holds $53,284,151 across 9 Utilities - Regulated Electric names. XEL ranks #1 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
This page
|
121,466 | $9,753,719 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
74,186 | $8,662,699 | |
| 3 | AEE |
Ameren Corp
|
58,845 | $6,651,838 | |
| 4 | POR |
Portland General Electric Co /Or/
|
128,069 | $6,637,816 | |
| 5 | OGE |
Oge Energy Corp.
|
110,557 | $5,379,703 | |
| 6 | CNP |
Centerpoint Energy Inc
|
107,763 | $4,745,882 | |
| 7 | LNT |
Alliant Energy Corp
|
58,829 | $4,488,064 | |
| 8 | AEP |
American Electric Power Co Inc
|
27,721 | $3,792,510 |
All Filings in XEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,753,719 | 121,466 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,959,313 | 125,369 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,497,140 | 128,583 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,566,924 | 131,022 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,821,469 | 129,537 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,327,078 | 131,757 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,337,678 | 138,295 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,526,351 | 130,572 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $4,948,009 | 92,642 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,193,862 | 96,630 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,638,574 | 58,772 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,550,306 | 79,523 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,521,881 | 104,904 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,716,887 | 25,458 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,416,081 | 20,198 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,327,808 | 20,747 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,496,290 | 21,146 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $1,544,582 | 21,402 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,472,610 | 21,752 | Shares | Defined | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||