Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$54,036,599
+$22,166,306 QoQ
Shares Held
672,934
+67.7% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#97
of 1,281 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 35%
None 65%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $1,244,856,357 across 28 Utilities - Regulated Electric names. XEL ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
6,992,312 | $400,170,013 | |
| 2 | EMA |
Emera Inc
|
3,812,208 | $202,123,266 | |
| 3 | NEE |
Nextera Energy Inc
|
795,324 | $69,805,585 | |
| 4 | SO |
Southern Co
|
678,449 | $64,934,351 | |
| 5 | DUK |
Duke Energy CORP
|
502,004 | $63,543,665 | |
| 6 | XEL |
Xcel Energy Inc
This page
|
672,934 | $54,036,599 | |
| 7 | AEP |
American Electric Power Co Inc
|
354,719 | $48,529,104 | |
| 8 | PCG |
PG&E Corp
|
2,043,608 | $34,373,484 |
All Filings in XEL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,036,599 | 672,934 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $31,870,293 | 401,187 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,238,236 | 368,782 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,525,040 | 242,096 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,319,527 | 562,695 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $78,010,225 | 1,101,995 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $83,897,447 | 1,242,557 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $80,771,724 | 1,236,933 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $81,982,800 | 1,534,971 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $43,559,697 | 810,413 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $65,111,241 | 1,051,708 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $57,184,864 | 999,386 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $34,118,335 | 548,791 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $16,541,681 | 245,280 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $5,508,681 | 78,572 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $1,568,896 | 24,514 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $1,495,441 | 21,134 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $9,076,964 | 125,772 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $8,573,054 | 126,633 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||