UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in XEL — Xcel Energy Inc
CIK 861177
NEW YORK, NY
Position in XEL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$216,304,867
+$20,079,310 QoQ
Shares Held
2,722,871
+2.5% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 49.10486027432074.ToString("F0")%
Shared 0.ToString("F0")%
None 50.89513972567925.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,722,652,927 across 39 Utilities - Regulated Electric names. XEL ranks #14 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,406,260 | $1,430,933,421 | |
| 2 | EXC |
Exelon Corp
|
13,414,228 | $657,565,452 | |
| 3 | DUK |
Duke Energy CORP
|
3,983,128 | $521,550,778 | |
| 4 | ED |
Consolidated Edison Inc
|
4,494,672 | $508,706,972 | |
| 5 | SO |
Southern Co
|
5,173,525 | $499,348,629 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,609,676 | $454,103,269 | |
| 7 | ES |
Eversource Energy
|
6,532,250 | $452,554,275 | |
| 8 | ETR |
Entergy Corp /De/
|
3,779,746 | $424,692,255 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,304,867 | 2,722,871 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $196,225,557 | 2,656,723 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $181,330,632 | 2,248,365 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $202,739,960 | 2,977,092 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $186,679,880 | 2,637,094 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $169,783,829 | 2,514,571 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $146,557,684 | 2,244,375 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $142,589,525 | 2,669,716 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $122,180,089 | 2,273,118 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $140,262,237 | 2,265,583 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $122,891,160 | 2,147,696 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $131,196,910 | 2,110,293 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $142,318,152 | 2,110,293 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $153,330,635 | 2,187,001 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $139,507,200 | 2,179,800 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $143,152,993 | 2,023,078 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $150,303,835 | 2,082,636 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $131,464,663 | 1,941,871 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $117,003,560 | 1,872,057 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $132,450,286 | 2,010,478 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $142,096,749 | 2,136,472 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $156,522,554 | 2,347,721 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $174,772,927 | 2,532,574 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $152,726,622 | 2,443,626 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $160,275,708 | 2,657,972 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||