Position in XEL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,436,167,159
+$46,508,472 QoQ
Shares Held
18,078,640
-3.9% QoQ
Ownership
2.90%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.58431275803933.ToString("F0")%
Shared 14.673316134399489.ToString("F0")%
None 1.7423711075611883.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $13,723,744,433 across 27 Utilities - Regulated Electric names. XEL ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
109,393,836 | $1,922,049,694 | |
| 2 | DUK |
Duke Energy CORP
|
14,391,296 | $1,884,396,295 | |
| 3 | D |
Dominion Energy, Inc
|
26,621,442 | $1,645,737,541 | |
| 4 | SO |
Southern Co
|
15,595,800 | $1,505,306,612 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
18,078,640 | $1,436,167,159 | |
| 6 | NEE |
Nextera Energy Inc
|
13,192,071 | $1,225,279,551 | |
| 7 | CMS |
Cms Energy Corp
|
7,630,373 | $591,964,334 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,493,458 | $589,002,473 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,436,167,159 | 18,078,640 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,389,658,687 | 18,814,767 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,574,842,304 | 19,526,873 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,274,799,309 | 18,719,520 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,201,550,806 | 16,973,454 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,189,245,893 | 17,613,239 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $991,956,364 | 15,190,756 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $763,657,031 | 14,298,016 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $924,797,344 | 17,205,532 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,237,846,987 | 19,994,298 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,059,820,997 | 18,521,863 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $992,391,233 | 15,962,542 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $901,094,432 | 13,361,424 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $785,761,678 | 11,207,555 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $580,495,232 | 9,070,238 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $642,986,635 | 9,086,866 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $725,721,669 | 10,055,725 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $692,035,287 | 10,222,087 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $580,079,999 | 9,281,280 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $616,159,496 | 9,352,755 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $522,553,836 | 7,856,771 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $527,532,104 | 7,912,586 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $559,237,438 | 8,103,716 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $504,163,936 | 8,066,623 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $442,846,693 | 7,344,058 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||