Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership2,660 shares
Latest Disclosed Value $ 211,310
Ancora Advisors, LLC ownership in XCEL / Xcel Energy Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 2,660 shares of Xcel Energy Inc. (AT:XCEL) valued at $180,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,660 shares of Xcel Energy Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $183,540 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 INC COM COM 98389B100 2,660 0 0.00 211 7.65 0.0026
2026-02-17 2025-12-31 13F XCEL ENERGY INC COM COM 98389B100 2,660 130 5.14 196 -3.92 0.0040
2025-11-14 2025-09-30 13F XCEL ENERGY INC COM COM 98389B100 2,530 0 0.00 204 18.60 0.0041
2025-08-14 2025-06-30 13F XCEL ENERGY INC COM COM 98389B100 2,530 0 0.00 172 -3.91 0.0036
2025-05-15 2025-03-31 13F XCEL ENERGY INC COM COM 98389B100 2,530 -60 -2.32 179 2.87 0.0040
2025-02-14 2024-12-31 13F XCEL ENERGY INC COM COM 98389B100 2,590 -580 -18.30 175 -15.94 0.0039
2024-11-14 2024-09-30 13F XCEL ENERGY INC COM COM 98389B100 3,170 -274 -7.96 207 13.11 0.0047
2024-08-14 2024-06-30 13F XCEL ENERGY INC COM COM 98389B100 3,444 2,484 258.75 184 258.82 0.0046
2024-05-16 2024-03-31 13F XCEL ENERGY INC COM COM 98389B100 960 0 0.00 52 -13.56 0.0012
2024-02-14 2023-12-31 13F XCEL ENERGY INC COM COM 98389B100 960 0 0.00 59 9.26 0.0014
2023-11-14 2023-09-30 13F XCEL ENERGY INC COM COM 98389B100 960 0 0.00 55 -8.47 0.0015
2023-08-14 2023-06-30 13F XCEL ENERGY INC COM COM 98389B100 960 0 0.00 60 -7.81 0.0016
2023-05-16 2023-03-31 13F XCEL ENERGY INC COM COM 98389B100 960 0 0.00 65 -4.48 0.0018
2023-02-14 2022-12-31 13F XCEL ENERGY INC COM COM 98389B100 960 0 0.00 67 9.84 0.0019
2022-11-14 2022-09-30 13F XCEL ENERGY INC COM COM 98389B100 960 60 6.67 61 -4.69 0.0019
2022-08-15 2022-06-30 13F XCEL ENERGY INC COM COM 98389B100 900 0 0.00 64 -1.54 0.0018
2022-05-16 2022-03-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 900 -28 -3.02 65 3.17 0.0016
2022-05-13 2022-03-31 13F XCEL ENERGY INC COM COM 98389B100 900 -28 60 0.0010
2022-02-14 2021-12-31 13F XCEL ENERGY INC COM COM 98389B100 928 -12 -1.28 63 6.78 0.0015
2021-11-15 2021-09-30 13F XCEL ENERGY INC COM COM 98389B100 940 40 4.44 59 0.00 0.0015
2021-11-12 2021-06-30 13F/A-1 XCEL ENERGY INC COM COM 98389B100 900 0 0.00 59 -1.67 0.0015
2021-08-13 2021-06-30 13F XCEL ENERGY INC COM COM 98389B100 900 0 59 0.0015
2021-11-12 2021-03-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 900 -946 -51.25 60 -51.22 0.0017
2021-05-14 2021-03-31 13F XCEL ENERGY INC COM COM 98389B100 900 -946 60 0.0017
2021-11-12 2020-12-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 1,846 0 0.00 123 -3.15 0.0040
2021-02-12 2020-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,846 0 123 0.0040
2021-11-12 2020-09-30 13F/A-1 XCEL ENERGY INC COM COM 98389B100 1,846 0 0.00 127 10.43 0.0050
2020-11-13 2020-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,846 0 127 0.0050
2021-11-12 2020-06-30 13F/A-1 XCEL ENERGY INC COM COM 98389B100 1,846 0 0.00 115 3.60 0.0048
2020-08-14 2020-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,846 0 115 0.0048
2021-11-12 2020-03-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 1,846 -2,608 -58.55 111 -61.19 0.0051
2020-05-14 2020-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,846 -2,608 111 0.0051
2020-02-14 2019-12-31 13F XCEL ENERGY INC COM COM 98389B100 4,454 4,454 286 0.0106
2019-11-14 2018-12-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 0 -2,432 -100.00 0 -100.00
2018-11-13 2018-09-30 13F XCEL ENERGY INC COM COM 98389B100 2,432 599 32.68 115 53.33 0.0044
2017-02-14 2016-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,833 1,833 75 0.0055
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.