CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in XEL — Xcel Energy Inc
CIK 884546
SAN FRANCISCO, CA
Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$313,094,091
+$29,669,045 QoQ
Shares Held
3,941,265
+2.7% QoQ
Ownership
0.631%
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 99.99507772250787.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00492227749212499.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,590,780,750 across 35 Utilities - Regulated Electric names. XEL ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,515,154 | $1,626,807,502 | |
| 2 | DUK |
Duke Energy CORP
|
9,104,608 | $1,192,157,369 | |
| 3 | SO |
Southern Co
|
7,111,271 | $686,379,876 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,441,582 | $629,971,948 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,511,986 | $460,351,124 | |
| 6 | ES |
Eversource Energy
|
5,873,103 | $406,888,574 | |
| 7 | D |
Dominion Energy, Inc
|
5,808,040 | $359,053,032 | |
| 8 | EXC |
Exelon Corp
|
7,117,732 | $348,911,222 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,094,091 | 3,941,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,425,046 | 3,837,328 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $307,170,122 | 3,808,681 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $254,320,607 | 3,734,517 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $260,317,058 | 3,677,314 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $244,817,256 | 3,625,848 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $223,170,259 | 3,417,615 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $178,912,550 | 3,349,795 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $172,566,471 | 3,210,539 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $196,345,274 | 3,171,463 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $175,393,318 | 3,065,245 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $185,806,484 | 2,988,684 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $199,856,281 | 2,963,468 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $206,124,101 | 2,940,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $184,038,016 | 2,875,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $197,622,844 | 2,792,861 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $198,680,473 | 2,752,951 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $179,827,177 | 2,656,236 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $159,901,125 | 2,558,418 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $165,375,270 | 2,510,250 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $162,203,590 | 2,438,785 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $158,481,857 | 2,377,109 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $158,767,718 | 2,300,648 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $150,061,500 | 2,400,984 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $145,278,378 | 2,409,260 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||