Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership12,354 shares
Latest Disclosed Value $ 981,351
EverSource Wealth Advisors, LLC reports 3.95% increase in ownership of XCEL / Xcel Energy Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 12,354 shares of Xcel Energy Inc. (AT:XCEL) valued at $840,566 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,885 shares of Xcel Energy Inc.. This represents a change in shares of 3.95% during the quarter. The current value of the position is $852,426 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/A-1 XCEL ENERGY INC COM Stock 98389B100 12,354 469 3.95 981 11.86 0.0046
2026-05-14 2026-03-31 13F XCEL ENERGY INC COM Stock 98389B100 4,879 -7,006 220 0.0067
2026-02-06 2025-12-31 13F XCEL ENERGY INC COM Stock 98389B100 11,885 495 4.35 878 -4.47 0.0323
2025-11-10 2025-09-30 13F XCEL ENERGY INC COM Stock 98389B100 11,390 -85 -0.74 919 17.54 0.0363
2025-08-13 2025-06-30 13F XCEL ENERGY INC COM Stock 98389B100 11,475 1,363 13.48 781 9.23 0.0353
2025-05-13 2025-03-31 13F XCEL ENERGY INC COM Stock 98389B100 10,112 870 9.41 716 14.58 0.0393
2025-02-10 2024-12-31 13F XCEL ENERGY INC COM Stock 98389B100 9,242 160 1.76 624 5.23 0.0351
2024-11-08 2024-09-30 13F XCEL ENERGY INC COM Stock 98389B100 9,082 95 1.06 593 13.38 0.0376
2024-08-13 2024-06-30 13F XCEL ENERGY INC COM Stock 98389B100 8,987 2,748 44.05 524 56.12 0.0348
2024-06-11 2024-03-31 13F/A-1 XCEL ENERGY INC COM Stock 98389B100 6,239 4 0.06 335 -13.21 0.0264
2024-05-13 2024-03-31 13F XCEL ENERGY INC COM Stock 98389B100 6,235 0 386 0.0137
2024-02-09 2023-12-31 13F XCEL ENERGY INC COM Stock 98389B100 6,235 5,602 884.99 386 972.22 0.0354
2023-11-03 2023-09-30 13F XCEL ENERGY INC COM Stock 98389B100 633 35 5.85 36 -2.70 0.0038
2023-08-04 2023-06-30 13F XCEL ENERGY INC COM Stock 98389B100 598 -170 -22.14 37 -27.45 0.0041
2023-05-11 2023-03-31 13F XCEL ENERGY INC COM Stock 98389B100 768 -178 -18.82 52 -22.73 0.0064
2023-02-09 2022-12-31 13F XCEL ENERGY INC COM Stock 98389B100 946 206 27.84 66 37.50 0.0100
2022-11-07 2022-09-30 13F XCEL ENERGY INC COM Stock 98389B100 740 250 51.02 48 37.14 0.0110
2022-08-01 2022-06-30 13F XCEL ENERGY INC COM Stock 98389B100 490 -77 -13.58 35 -14.63 0.0090
2022-05-25 2022-03-31 13F XCEL ENERGY INC COM Stock 98389B100 567 239 72.87 41 86.36 0.0104
2022-02-17 2021-12-31 13F/A-1 XCEL ENERGY INC COM Stock 98389B100 328 328 22 0.0062
2022-02-07 2021-12-31 13F XCEL ENERGY INC COM Stock 98389B100 328 328 22 0.0062
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.