Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$139,370,488
+$3,377,316 QoQ
Shares Held
1,754,412
-4.7% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.96010059210721.ToString("F0")%
Shared 0.03989940789278687.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026TORONTO DOMINION BANK holds $867,658,444 across 27 Utilities - Regulated Electric names. XEL ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,760,656 | $154,016,998 | |
| 2 | EMA |
Emera Inc
|
2,701,515 | $140,127,582 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
1,754,412 | $139,370,488 | |
| 4 | NEE |
Nextera Energy Inc
|
660,377 | $61,335,814 | |
| 5 | LNT |
Alliant Energy Corp
|
851,747 | $61,121,364 | |
| 6 | SO |
Southern Co
|
350,492 | $33,829,486 | |
| 7 | DUK |
Duke Energy CORP
|
245,741 | $32,177,325 | |
| 8 | AEP |
American Electric Power Co Inc
|
184,247 | $24,151,095 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,370,488 | 1,754,412 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $135,993,172 | 1,841,229 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,002,665 | 384,410 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,410,426 | 270,344 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,486,939 | 218,773 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,076,001 | 326,955 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $21,958,103 | 336,265 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $15,021,401 | 281,247 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,666,023 | 179,833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,688,122 | 318,012 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,774,477 | 310,634 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $20,388,153 | 327,942 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $18,656,061 | 276,632 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,417,945 | 276,964 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $15,192,832 | 237,388 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,712,552 | 264,451 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,857,116 | 302,856 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $21,457,716 | 316,953 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,973,436 | 271,575 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $15,633,060 | 237,296 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,047,732 | 241,283 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $18,355,316 | 275,316 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $17,178,866 | 248,933 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $15,527,000 | 248,432 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $16,508,331 | 273,770 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||