Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$883,136,586
+$326,131,986 QoQ
Shares Held
10,997,965
+56.9% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#13
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$455,750,680
PutShares
5,675,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. XEL ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in XEL
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,136,586 | 10,997,965 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $455,750,680 | 5,675,600 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $63,552,000 | 800,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $557,004,600 | 7,011,639 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $96,985,566 | 1,313,100 | Put | Defined | 2026-03-25 | |
| 2025-12-31 | $576,387,335 | 7,803,782 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $2,782,425 | 34,500 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $738,603,101 | 9,158,129 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $425,110,775 | 6,242,449 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $438,469,860 | 6,193,952 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $521,974,836 | 7,730,670 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $401,911,897 | 6,154,853 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $340,718,623 | 6,379,304 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $293,070,098 | 5,452,467 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $12,185,125 | 226,700 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $420,725,994 | 6,795,768 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $268,405,456 | 4,690,763 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $291,516,681 | 4,689,025 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $292,908,035 | 4,343,239 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $250,056,917 | 3,566,637 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $218,632,960 | 3,416,140 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $282,373,013 | 3,990,574 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $281,143,573 | 3,895,574 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $252,554,915 | 3,730,501 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $232,499,499 | 3,719,992 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $250,625,503 | 3,804,273 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $211,523,215 | 3,180,322 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $213,802,687 | 3,206,880 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $261,144,534 | 3,784,155 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $241,934,937 | 3,870,959 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $243,356,206 | 4,035,758 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||