Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$569,562,469
+$53,050,191 QoQ
Shares Held
7,169,719
+2.5% QoQ
Ownership
1.15%
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 78.25720924348639.ToString("F0")%
Shared 0.ToString("F0")%
None 21.74279075651361.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MORGAN STANLEY holds $21,577,576,167 across 42 Utilities - Regulated Electric names. XEL ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,751,882 | $6,014,154,788 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,486,169 | $1,898,847,026 | |
| 3 | DUK |
Duke Energy CORP
|
12,679,831 | $1,660,297,063 | |
| 4 | SO |
Southern Co
|
12,915,066 | $1,246,562,165 | |
| 5 | ETR |
Entergy Corp /De/
|
9,591,393 | $1,077,688,909 | |
| 6 | EXC |
Exelon Corp
|
15,940,072 | $781,382,318 | |
| 7 | D |
Dominion Energy, Inc
|
11,288,689 | $697,866,746 | |
| 8 | PPL |
PPL Corp
|
16,964,450 | $648,041,986 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $569,562,469 | 7,169,719 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $516,512,278 | 6,993,126 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $579,774,857 | 7,188,777 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $457,304,837 | 6,715,196 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $443,657,276 | 6,267,231 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $491,988,184 | 7,286,555 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $454,716,084 | 6,963,493 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $400,888,936 | 7,505,878 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $483,260,759 | 8,990,898 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $372,051,231 | 6,009,550 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $307,321,690 | 5,370,879 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $366,855,091 | 5,900,838 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $335,554,997 | 4,975,608 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $348,619,932 | 4,972,471 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $254,290,240 | 3,973,285 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $306,214,532 | 4,327,509 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $136,959,602 | 1,897,736 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $132,341,377 | 1,954,821 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $125,223,059 | 2,003,569 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $113,459,980 | 1,722,222 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $94,094,952 | 1,414,749 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $121,539,138 | 1,822,996 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $126,785,651 | 1,837,207 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $95,370,123 | 1,525,922 | 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. | ||||||