SEC 13F Intelligence

Dean Investment Associates, LLC / XEL

Dean Investment Associates, LLC’s Xcel Energy Inc Position

Does Dean Investment Associates, LLC own Xcel Energy Inc (XEL)? Yes125.4K shares worth $10M (+1.40% of its 13F portfolio) as of Q1 2026, down from 128.6K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
125.4K
% of Portfolio
+1.40%
Quarters Held
21
currently held

Position History XEL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $7MQ2 ’23Q3 ’23: $5MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $11MQ3 ’25Q4 ’25: $9MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.4K$10M+1.40%
Q4 2025128.6K$9M+1.36%
Q3 2025131.0K$11M+1.48%
Q2 2025129.5K$9M+1.30%
Q1 2025131.8K$9M+1.38%
Q4 2024138.3K$9M+1.33%
Q3 2024130.6K$9M+1.15%
Q2 202492.6K$5M+0.70%
Q1 202496.6K$5M+0.71%
Q4 202358.8K$4M+0.52%
Q3 202379.5K$5M+0.75%
Q2 2023104.9K$7M+1.06%
Q1 202325.5K$2M+0.27%
Q4 202220.2K$1M+0.24%
Q3 202220.7K$1M+0.27%
Q2 202221.1K$1M+0.29%
Q1 202221.4K$2M+0.28%
Q4 202121.8K$1M+0.26%
Q2 201918.5K$1M+0.16%
Q1 201918.4K$1M+0.15%
Q4 201822.1K$1M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dean Investment Associates, LLC’s full portfolio or all institutional holders of XEL.