HERITAGE INVESTORS MANAGEMENT CORP

Position in XEL — Xcel Energy Inc

CIK 937589 BETHESDA, MD

Position in XEL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$439,401

+$4,706 QoQ

Shares Held

5,472

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#714

of 1,278 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $15,774,627 across 5 Utilities - Regulated Electric names. XEL ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	149,140	$13,090,017
2	DUK	Duke Energy CORP	11,593	$1,467,441
3	SO	Southern Co	4,881	$467,160
4	XEL	Xcel Energy Inc This page	5,472	$439,401
5	WEC	Wec Energy Group, Inc.	2,660	$310,608

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,401	5,472	0.0%	Shares	Sole	2026-08-04
2026-03-31	$434,695	5,472	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.