Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership1,953,446 shares
Latest Disclosed Value $ 155,207,456
Ameriprise Financial Inc reports 2.75% increase in ownership of XCEL / Xcel Energy Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 1,953,446 shares of Xcel Energy Inc. (AT:XCEL) valued at $132,912,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,901,121 shares of Xcel Energy Inc.. This represents a change in shares of 2.75% during the quarter. The current value of the position is $134,787,774 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 1,953,446 52,325 2.75 155,207 10.50 0.0067
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 1,901,121 -1,011,080 -34.72 140,454 -40.20 0.0058
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 2,912,201 -100,030 -3.32 234,891 14.49 0.0539
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 3,012,231 715,290 31.14 205,158 26.15 0.0506
2025-05-14 2025-03-31 13F XCEL ENERGY COM 98389B100 2,296,941 2,032 0.09 162,625 4.95 0.0439
2025-02-14 2024-12-31 13F XCEL ENERGY COM 98389B100 2,294,909 -1,316 -0.06 154,960 3.33 0.0398
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 2,296,225 541,224 30.84 149,967 59.95 0.0385
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 1,755,001 96,228 5.80 93,757 5.10 0.0254
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 1,658,773 -130,537 -7.30 89,207 -19.50 0.0246
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 1,789,310 -46,628 -2.54 110,814 5.45 0.0332
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 1,835,938 -4,189,649 -69.53 105,085 -71.95 0.0345
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 6,025,587 -119,481 -1.94 374,640 -9.61 0.1175
2023-05-22 2023-03-31 13F/A-1 XCEL ENERGY COM 98389B100 6,145,068 -152,154 -2.42 414,453 -6.13 0.1359
2023-05-15 2023-03-31 13F XPEL COM 98389B100 6,145,068 -152,154 414,453 0.0251
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 6,297,222 -145,650 -2.26 441,528 6.98 0.1513
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 6,442,872 21,214 0.33 412,708 -9.15 0.1526
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 6,421,658 -85,936 -1.32 454,267 -3.18 0.1584
2022-05-16 2022-03-31 13F XCEL ENERGY COM 98389B100 6,507,594 -195,245 -2.91 469,190 3.54 0.1385
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 6,702,839 96,667 1.46 453,155 9.75 0.1253
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 6,606,172 159,505 2.47 412,891 -2.78 0.1319
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 6,446,667 379,410 6.25 424,713 5.24 0.1313
2021-05-17 2021-03-31 13F XCEL ENERGY COM 98389B100 6,067,257 369,938 6.49 403,563 6.25 0.1341
2021-02-12 2020-12-31 13F XCEL ENERGY COM 98389B100 5,697,319 415,443 7.87 379,824 4.20 0.1347
2020-11-16 2020-09-30 13F XCEL ENERGY COM 98389B100 5,281,876 -40,571 -0.76 364,502 9.57 0.1483
2020-08-14 2020-06-30 13F XCEL ENERGY COM 98389B100 5,322,447 -960,050 -15.28 332,667 -12.20 0.1425
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 6,282,497 535,564 9.32 378,909 3.84 0.1989
2020-02-14 2019-12-31 13F XCEL ENERGY COM 98389B100 5,746,933 142,837 2.55 364,889 0.33 0.1517
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 5,604,096 -61,085 -1.08 363,673 7.90 0.1630
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 5,665,181 22,474 0.40 337,048 6.26 0.1510
2019-05-15 2019-03-31 13F XCEL ENERGY COM 98389B100 5,642,707 -1,871,870 -24.91 317,190 -14.33 0.1459
2019-02-14 2018-12-31 13F XCEL ENERGY COM 98389B100 7,514,577 -874,538 -10.42 370,242 -12.69 0.1852
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 8,389,115 2,313,088 38.07 424,068 52.78 0.1482
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 6,076,027 -2,774,275 -31.35 277,576 -31.04 0.1228
2018-05-14 2018-03-31 13F XCEL ENERGY COM 98389B100 8,850,302 665,324 8.13 402,502 2.21 0.1821
2018-02-12 2017-12-31 13F XCEL ENERGY COM 98389B100 8,184,978 1,637,525 25.01 393,787 27.11 0.1796
2017-11-07 2017-09-30 13F XCEL ENERGY COM 98389B100 6,547,453 710,989 12.18 309,800 15.68 0.1475
2017-08-10 2017-06-30 13F XCEL ENERGY COM 98389B100 5,836,464 2,446,904 72.19 267,813 77.73 0.1341
2017-05-05 2017-03-31 13F XCEL ENERGY COM 98389B100 3,389,560 -21,865 -0.64 150,688 8.52 0.0780
2017-02-03 2016-12-31 13F XCEL ENERGY COM 98389B100 3,411,425 529,248 18.36 138,863 17.10 0.0758
2016-11-08 2016-09-30 13F XCEL ENERGY COM 98389B100 2,882,177 118,086 4.27 118,590 -4.21 0.0664
2016-08-08 2016-06-30 13F XCEL ENERGY COM 98389B100 2,764,091 3,440 0.12 123,804 7.22 0.0726
2016-05-12 2016-03-31 13F XCEL ENERGY COM 98389B100 2,760,651 -181,870 -6.18 115,472 9.26 0.0689
2016-02-11 2015-12-31 13F XCEL ENERGY COM 98389B100 2,942,521 19,983 0.68 105,690 2.11 0.0620
2015-11-12 2015-09-30 13F XCEL ENERGY COM 98389B100 2,922,538 42,293 1.47 103,511 11.66 0.0641
2015-08-13 2015-06-30 13F XCEL ENERGY COM 98389B100 2,880,245 -682,675 -19.16 92,706 -25.27 0.0528
2015-05-14 2015-03-31 13F XCEL ENERGY COM 98389B100 3,562,920 1,489,094 71.80 124,047 66.48 0.0712
2015-02-13 2014-12-31 13F XCEL ENERGY COM 98389B100 2,073,826 -114,837 -5.25 74,511 11.96 0.0434
2014-11-14 2014-09-30 13F XCEL ENERGY COM 98389B100 2,188,663 -38,314 -1.72 66,553 -7.30 0.0400
2014-08-13 2014-06-30 13F XCEL ENERGY COM 98389B100 2,226,977 59,926 2.77 71,797 9.10 0.0424
2014-05-14 2014-03-31 13F XCEL ENERGY COM 98389B100 2,167,051 1,574,366 265.63 65,809 297.06 0.0395
2014-02-14 2013-12-31 13F XCEL ENERGY COM 98389B100 592,685 -173,261 -22.62 16,574 -21.68 0.0100
2013-11-14 2013-09-30 13F XCEL ENERGY COM 98389B100 765,946 -244,976 -24.23 21,161 -26.17 0.0139
2013-08-14 2013-06-30 13F XCEL ENERGY COM 98389B100 1,010,922 1,010,922 28,660 0.0198
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.