MORGAN STANLEY

Position in XEL — Xcel Energy Inc

CIK 895421 NEW YORK, NY

Back to XEL Full portfolio

Position in XEL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$633,943,843

+$64,381,374 QoQ

Shares Held

7,894,693

+10.1% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#17

of 1,281 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in XEL Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. XEL ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc This page	7,894,693	$633,943,843

All Filings in XEL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,943,843	7,894,693	+10.1%	Shares	Defined	2026-08-13
2026-03-31	$569,562,469	7,169,719	+2.5%	Shares	Defined	2026-05-15
2025-12-31	$516,512,278	6,993,126	-2.7%	Shares	Defined	2026-05-27
2025-09-30	$579,774,857	7,188,777	+7.1%	Shares	Defined	2026-05-27
2025-06-30	$457,304,837	6,715,196	+7.1%	Shares	Defined	2025-08-15
2025-03-31	$443,657,276	6,267,231	-14.0%	Shares	Defined	2025-05-15
2024-12-31	$491,988,184	7,286,555	+4.6%	Shares	Defined	2025-05-15
2024-09-30	$454,716,084	6,963,493	-7.2%	Shares	Defined	2025-05-14
2024-06-30	$400,888,936	7,505,878	-16.5%	Shares	Defined	2025-05-14
2024-03-31	$483,260,759	8,990,898	+49.6%	Shares	Defined	2024-10-17
2023-12-31	$372,051,231	6,009,550	+11.9%	Shares	Defined	2024-08-16
2023-09-30	$307,321,690	5,370,879	-9.0%	Shares	Defined	2023-11-15
2023-06-30	$366,855,091	5,900,838	+18.6%	Shares	Defined	2023-08-14
2023-03-31	$335,554,997	4,975,608	+0.1%	Shares	Defined	2023-05-15
2022-12-31	$348,619,932	4,972,471	+25.1%	Shares	Defined	2023-02-14
2022-09-30	$254,290,240	3,973,285	-8.2%	Shares	Defined	2022-11-14
2022-06-30	$306,214,532	4,327,509	+128.0%	Shares	Defined	2022-10-27
2022-03-31	$136,959,602	1,897,736	-2.9%	Shares	Defined	2022-10-27
2021-12-31	$132,341,377	1,954,821	-2.4%	Shares	Defined	2022-02-14
2021-09-30	$125,223,059	2,003,569	+16.3%	Shares	Defined	2021-11-15
2021-06-30	$113,459,980	1,722,222	+21.7%	Shares	Defined	2021-08-23
2021-03-31	$94,094,952	1,414,749	-22.4%	Shares	Defined	2021-05-17
2020-12-31	$121,539,138	1,822,996	-0.8%	Shares	Defined	2021-02-16
2020-09-30	$126,785,651	1,837,207	+20.4%	Shares	Defined	2020-11-13
2020-06-30	$95,370,123	1,525,922	+2.4%	Shares	Defined	2020-08-14
2020-03-31	$89,873,106	1,490,433	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.