Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,136,036
+$58,610 QoQ
Shares Held
39,054
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. XEL ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in XEL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,136,036 | 39,054 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,077,426 | 38,739 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,887,630 | 39,096 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,050,183 | 37,820 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,600,262 | 38,183 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,692,285 | 38,032 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,607,960 | 38,625 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,456,194 | 37,614 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,009,391 | 37,622 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,192,140 | 40,784 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,543,696 | 41,087 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,311,688 | 40,400 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,486,426 | 39,994 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,591,382 | 38,425 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,710,031 | 38,654 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,481,536 | 38,774 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,553,657 | 36,089 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,497,298 | 34,603 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,340,185 | 34,567 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,171,875 | 34,750 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,316,077 | 35,156 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,305,170 | 34,659 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,349,784 | 35,245 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,537,014 | 36,763 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,310,562 | 36,969 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,252,808 | 37,360 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||