Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionDearborn Partners Llc
Latest Disclosed Ownership10,965 shares
Latest Disclosed Value $ 871,060
Dearborn Partners Llc reports 0.44% decrease in ownership of XCEL / Xcel Energy Inc.

On May 12, 2026 - Dearborn Partners Llc filed a 13F-HR form disclosing ownership of 10,965 shares of Xcel Energy Inc. (AT:XCEL) valued at $746,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 11,014 shares of Xcel Energy Inc.. This represents a change in shares of -0.44% during the quarter. The current value of the position is $756,585 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)
2026-05-12 2026-03-31 13F Xcel Energy COM 98389B100 10,965 -49 -0.44 871 7.13 0.0456
2026-02-11 2025-12-31 13F Xcel Energy COM 98389B100 11,014 0 0.00 813 -8.45 0.0406
2025-11-10 2025-09-30 13F Xcel Energy COM 98389B100 11,014 -11 -0.10 888 18.40 0.0417
2025-08-14 2025-06-30 13F Xcel Energy COM 98389B100 11,025 103 0.94 751 -2.98 0.0355
2025-05-08 2025-03-31 13F Xcel Energy COM 98389B100 10,922 -1,367 -11.12 773 -6.76 0.0371
2025-02-07 2024-12-31 13F Xcel Energy COM 98389B100 12,289 23 0.19 830 3.63 0.0348
2024-11-06 2024-09-30 13F Xcel Energy COM 98389B100 12,266 144 1.19 801 23.65 0.0325
2024-07-26 2024-06-30 13F Xcel Energy COM 98389B100 12,122 2,199 22.16 647 21.39 0.0280
2024-05-08 2024-03-31 13F Xcel Energy COM 98389B100 9,923 -355 -3.45 533 -16.19 0.0229
2024-01-26 2023-12-31 13F Xcel Energy COM 98389B100 10,278 -1,051 -9.28 636 -1.85 0.0232
2023-11-01 2023-09-30 13F Xcel Energy COM 98389B100 11,329 -1,157 -9.27 648 -16.49 0.0254
2023-08-03 2023-06-30 13F Xcel Energy COM 98389B100 12,486 -1,110 -8.16 776 -15.28 0.0297
2023-05-04 2023-03-31 13F Xcel Energy COM 98389B100 13,596 -970 -6.66 917 -10.28 0.0361
2023-02-02 2022-12-31 13F Xcel Energy COM 98389B100 14,566 -121 -0.82 1,021 8.62 0.0412
2022-11-21 2022-09-30 13F/A-1 Xcel Energy COM 98389B100 14,687 -254 -1.70 940 -11.07 0.0415
2022-10-25 2022-09-30 13F Xcel Energy COM 98389B100 14,687 -254 940 0.0388
2022-07-20 2022-06-30 13F Xcel Energy COM 98389B100 14,941 -420,916 -96.57 1,057 -96.64 0.0446
2022-05-04 2022-03-31 13F Xcel Energy COM 98389B100 435,857 5,040 1.17 31,456 7.85 1.1929
2022-01-28 2021-12-31 13F Xcel Energy COM 98389B100 430,817 -1,237 -0.29 29,166 8.01 1.0574
2021-10-27 2021-09-30 13F Xcel Energy COM 98389B100 432,054 -337 -0.08 27,003 -5.21 1.0968
2021-07-26 2021-06-30 13F Xcel Energy COM 98389B100 432,391 1,380 0.32 28,486 -0.63 1.1454
2021-04-29 2021-03-31 13F Xcel Energy COM 98389B100 431,011 -79,472 -15.57 28,667 -15.77 1.2215
2021-01-27 2020-12-31 13F Xcel Energy COM 98389B100 510,483 2,251 0.44 34,034 -2.96 1.5493
2020-10-20 2020-09-30 13F Xcel Energy COM 98389B100 508,232 -226 -0.04 35,073 10.37 1.7463
2020-07-30 2020-06-30 13F Xcel Energy COM 98389B100 508,458 -15,959 -3.04 31,779 0.50 1.7173
2020-05-11 2020-03-31 13F Xcel Energy COM 98389B100 524,417 8,862 1.72 31,622 -3.39 1.9613
2020-01-28 2019-12-31 13F Xcel Energy COM 98389B100 515,555 26,541 5.43 32,733 3.15 1.6671
2019-10-29 2019-09-30 13F Xcel Energy COM 98389B100 489,014 11,303 2.37 31,732 11.66 1.8348
2019-07-29 2019-06-30 13F Xcel Energy COM 98389B100 477,711 14,625 3.16 28,419 9.18 1.7353
2019-05-01 2019-03-31 13F Xcel Energy COM 98389B100 463,086 13,502 3.00 26,030 17.51 1.7371
2019-02-04 2018-12-31 13F Xcel Energy COM 98389B100 449,584 -6,262 -1.37 22,151 2.93 1.7114
2018-10-24 2018-09-30 13F Xcel Energy COM 98389B100 455,846 3,569 0.79 21,520 4.16 1.5075
2018-08-14 2018-06-30 13F Xcel Energy COM 98389B100 452,277 -17,775 -3.78 20,660 -3.36 1.6147
2018-05-01 2018-03-31 13F Xcel Energy COM 98389B100 470,052 -20,875 -4.25 21,378 -9.48 1.6497
2018-02-02 2017-12-31 13F Xcel Energy COM 98389B100 490,927 -12,232 -2.43 23,618 -0.80 1.7006
2017-11-13 2017-09-30 13F Xcel Energy COM 98389B100 503,159 867 0.17 23,809 3.32 1.7518
2017-08-09 2017-06-30 13F Xcel Energy COM 98389B100 502,292 19,666 4.07 23,045 7.42 1.7026
2017-05-15 2017-03-31 13F Xcel Energy COM 98389B100 482,626 21,051 4.56 21,453 14.20 1.6688
2017-01-26 2016-12-31 13F Xcel Energy COM 98389B100 461,575 13,322 2.97 18,786 1.87 1.5705
2016-10-24 2016-09-30 13F Xcel Energy COM 98389B100 448,253 10,050 2.29 18,441 -6.02 1.5558
2016-07-18 2016-06-30 13F Xcel Energy COM 98389B100 438,203 10,536 2.46 19,623 9.72 1.7026
2016-04-19 2016-03-31 13F Xcel Energy COM 98389B100 427,667 19,119 4.68 17,885 21.91 1.6631
2016-01-21 2015-12-31 13F Xcel Energy COM 98389B100 408,548 14,798 3.76 14,671 5.22 1.3657
2015-10-19 2015-09-30 13F Xcel Energy COM 98389B100 393,750 6,137 1.58 13,943 11.79 1.3972
2015-08-13 2015-06-30 13F Xcel Energy COM 98389B100 387,613 30,772 8.62 12,473 0.41 1.2024
2015-04-21 2015-03-31 13F Xcel Energy COM 98389B100 356,841 356,841 0.00 12,422 1.0860
2015-01-28 2014-12-31 13F Xcel Energy COM 98389B100 0 -312,036 -100.00 0 -100.00
2014-10-29 2014-09-30 13F Xcel Energy COM 98389B100 312,036 1,072 0.34 9,486 -5.35 0.9185
2014-07-23 2014-06-30 13F Xcel Energy COM 98389B100 310,964 36,921 13.47 10,022 20.46 0.9829
2014-05-05 2014-03-31 13F Xcel Energy COM 98389B100 274,043 35,054 14.67 8,320 24.61 0.9077
2014-02-14 2013-12-31 13F Xcel Energy COM 98389B100 238,989 32,844 15.93 6,677 17.30 0.7788
2013-10-24 2013-09-30 13F Xcel Energy COM 98389B100 206,145 25,498 14.11 5,692 11.17 0.7485
2013-07-22 2013-06-30 13F Xcel Energy COM 98389B100 180,647 180,647 5,120 0.7275
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.