Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,863,088
+$1,190,068 QoQ
Shares Held
122,828
+12.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#228
of 1,278 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HEARTLAND ADVISORS INC holds $57,315,748 across 6 Utilities - Regulated Electric names. XEL ranks #4 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
437,106 | $20,377,881 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
108,279 | $12,643,738 | |
| 3 | FE |
Firstenergy Corp
|
217,875 | $10,357,777 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
122,828 | $9,863,088 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
53,687 | $3,845,062 | |
| 6 | NEE |
Nextera Energy Inc
|
2,600 | $228,202 |
All Filings in XEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,863,088 | 122,828 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $8,673,020 | 109,177 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $8,726,263 | 118,146 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,916,562 | 122,958 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||