Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership18,598 shares
Latest Disclosed Value $ 1,477,425
Empirical Finance, LLC reports 0.02% decrease in ownership of XCEL / Xcel Energy Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 18,598 shares of Xcel Energy Inc. (AT:XCEL) valued at $1,265,408 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,601 shares of Xcel Energy Inc.. This represents a change in shares of -0.02% during the quarter. The current value of the position is $1,283,262 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)
2026-05-14 2026-03-31 13F/A-1 XCEL ENERGY COM 98389B100 18,598 -3 -0.02 1,477 7.57 0.0694
2026-05-14 2026-03-31 13F XCEL ENERGY COM 98389B100 18,598 -3 1,477 0.0694
2026-02-12 2025-12-31 13F XCEL ENERGY COM 98389B100 18,601 -805 -4.15 1,374 -12.27 0.0655
2025-11-13 2025-09-30 13F XCEL ENERGY COM 98389B100 19,406 210 1.09 1,565 19.74 0.0745
2025-08-11 2025-06-30 13F XCEL ENERGY COM 98389B100 19,196 140 0.73 1,307 -3.04 0.0684
2025-05-07 2025-03-31 13F XCEL ENERGY COM 98389B100 19,056 478 2.57 1,349 7.50 0.0815
2025-01-28 2024-12-31 13F XCEL ENERGY COM 98389B100 18,578 -224 -1.19 1,254 2.20 0.0726
2024-11-06 2024-09-30 13F XCEL ENERGY COM 98389B100 18,802 407 2.21 1,228 24.95 0.0716
2024-07-30 2024-06-30 13F XCEL ENERGY COM 98389B100 18,395 -1,183 -6.04 982 -6.65 0.0614
2024-05-06 2024-03-31 13F XCEL ENERGY COM 98389B100 19,578 668 3.53 1,052 -10.09 0.0646
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 18,910 153 0.82 1,171 9.04 0.0816
2023-11-02 2023-09-30 13F XCEL ENERGY COM 98389B100 18,757 1,815 10.71 1,073 1.90 0.0788
2023-07-27 2023-06-30 13F XCEL ENERGY COM 98389B100 16,942 1,995 13.35 1,053 4.46 0.0816
2023-04-05 2023-03-31 13F XCEL ENERGY COM 98389B100 14,947 789 5.57 1,008 1.61 0.0944
2023-02-21 2022-12-31 13F/A-1 XCEL ENERGY COM 98389B100 14,158 1,136 8.72 993 19.09 0.1028
2023-01-24 2022-12-31 13F XCEL ENERGY COM 98389B100 14,158 1,136 1 0.1028
2022-11-04 2022-09-30 13F XCEL ENERGY COM 98389B100 13,022 2,186 20.17 833 8.60 0.0988
2022-08-01 2022-06-30 13F XCEL ENERGY COM 98389B100 10,836 588 5.74 767 3.65 0.0978
2022-04-21 2022-03-31 13F XCEL ENERGY COM 98389B100 10,248 1,149 12.63 740 20.13 0.0829
2022-02-04 2021-12-31 13F XCEL ENERGY COM 98389B100 9,099 2,482 37.51 616 48.79 0.0727
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 6,617 388 6.23 414 0.98 0.0624
2021-08-10 2021-06-30 13F/A-1 XCEL ENERGY COM 98389B100 6,229 952 18.04 410 16.48 0.0668
2021-08-04 2021-06-30 13F XCEL ENERGY COM 98389B100 5,277 0 352 0.0619
2021-05-13 2021-03-31 13F XCEL ENERGY COM 98389B100 5,277 0 0.00 352 0.00 0.0619
2021-02-02 2020-12-31 13F XCEL ENERGY COM 98389B100 5,277 933 21.48 352 17.33 0.0619
2020-10-28 2020-09-30 13F/A-1 XCEL ENERGY COM 98389B100 4,344 904 26.28 300 39.53 0.0643
2020-07-20 2020-06-30 13F/A-1 XCEL ENERGY COM 98389B100 3,440 3,440 215 0.0550
2017-05-11 2017-03-31 13F XCEL ENERGY COM 98389B100 0 -219 -100.00 0 -100.00
2017-02-13 2016-12-31 13F XCEL ENERGY COM 98389B100 219 219 9 0.0061
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.