BANK OF MONTREAL /CAN/

Bank

Position in XEL — Xcel Energy Inc

CIK 927971 TORONTO, A6

Back to XEL Full portfolio

Position in XEL

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$54,643,117

-$174,041,252 QoQ

Shares Held

687,854

-77.8% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.50820377580126.ToString("F0")% Shared 0.ToString("F0")% None 4.49179622419874.ToString("F0")%

Common Shares in XEL Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $4,730,157,305 across 36 Utilities - Regulated Electric names. XEL ranks #16 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTS	Fortis Inc.	24,783,969	$1,382,697,628
2	EMA	Emera Inc	17,854,804	$926,128,681
3	NEE	Nextera Energy Inc	4,670,849	$433,828,451
4	AEP	American Electric Power Co Inc	1,989,701	$260,810,002
5	D	Dominion Energy, Inc	3,357,665	$207,570,845
6	DUK	Duke Energy CORP	1,497,734	$196,113,287
7	SO	Southern Co	1,721,982	$166,205,699
8	PCG	PG&E Corp	8,498,767	$149,323,332

All Filings in XEL

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,643,117	687,854	-77.8%	Shares	Defined	2026-05-13
2025-12-31	$228,684,369	3,096,187	+113.5%	Shares	Defined	2026-02-12
2025-09-30	$116,939,834	1,449,967	+127.1%	Shares	Defined	2025-11-13
2025-06-30	$43,489,133	638,607	-9.7%	Shares	Defined	2025-08-05
2025-03-31	$50,056,597	707,114	-19.5%	Shares	Defined	2025-05-13
2024-12-31	$59,326,919	878,657	-5.5%	Shares	Defined	2025-02-13
2024-09-30	$60,700,853	929,569	-19.4%	Shares	Defined	2024-11-13
2024-06-30	$61,612,490	1,153,576	+47.0%	Shares	Defined	2024-08-14
2024-03-31	$42,172,195	784,599	-12.2%	Shares	Defined	2024-05-13
2023-12-31	$55,351,067	894,057	-8.5%	Shares	Defined	2024-02-08
2023-09-30	$55,880,706	976,594	+81.7%	Shares	Defined	2023-11-01
2023-06-30	$33,414,071	537,463	-4.1%	Shares	Defined	2023-08-02
2023-03-31	$37,795,058	560,425	-32.6%	Shares	Defined	2024-06-13
2022-12-31	$58,292,046	831,437	+28.9%	Shares	Defined	2023-02-01
2022-09-30	$41,287,488	645,117	+13.6%	Shares	Defined	2022-11-10
2022-06-30	$40,197,692	568,085	-6.4%	Shares	Defined	2022-08-11
2022-03-31	$43,794,053	606,818	-3.6%	Shares	Defined	2022-05-12
2021-12-31	$42,635,629	629,773	-27.5%	Shares	Defined	2022-02-11
2021-09-30	$54,258,686	868,139	-31.5%	Shares	Defined	2021-11-12
2021-06-30	$83,446,108	1,266,638	+78.9%	Shares	Defined	2021-08-12
2021-03-31	$47,102,577	708,203	-15.1%	Shares	Defined	2021-05-13
2020-12-31	$55,591,443	833,830	+24.6%	Shares	Defined	2021-02-12
2020-09-30	$46,197,017	669,425	-10.9%	Shares	Defined	2020-11-12
2020-06-30	$46,972,186	751,555	+2.4%	Shares	Defined	2020-08-12
2020-03-31	$44,243,675	733,726	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.