Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionFounders Capital Management
Latest Disclosed Ownership2,000 shares
Latest Disclosed Value $ 158,880
Founders Capital Management reports 20.00% decrease in ownership of XCEL / Xcel Energy Inc.

On April 21, 2026 - Founders Capital Management filed a 13F-HR form disclosing ownership of 2,000 shares of Xcel Energy Inc. (AT:XCEL) valued at $136,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,500 shares of Xcel Energy Inc.. This represents a change in shares of -20.00% during the quarter. The current value of the position is $138,000 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)
2026-04-21 2026-03-31 13F XCEL ENERGY COM 98389B100 2,000 -500 -20.00 159 -14.13 0.0776
2026-01-15 2025-12-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 185 -8.46 0.0959
2025-11-13 2025-09-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 202 18.24 0.1068
2025-07-18 2025-06-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 170 -3.41 0.1020
2025-04-08 2025-03-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 177 4.76 0.1145
2025-01-13 2024-12-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 169 3.07 0.1069
2024-10-07 2024-09-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 163 22.56 0.0994
2024-07-10 2024-06-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 134 -0.75 0.0865
2024-04-10 2024-03-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 134 -12.99 0.0908
2024-01-08 2023-12-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 155 7.69 0.1125
2023-10-10 2023-09-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 143 -7.74 0.1092
2023-07-07 2023-06-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 155 0.1130
2023-04-12 2023-03-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 0 0.1292
2023-01-09 2022-12-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 0 -100.00 0.1315
2022-10-06 2022-09-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 160 -9.60 0.1306
2022-07-20 2022-06-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 177 4.73 0.1395
2022-04-07 2022-03-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 169 0.00 0.1083
2022-01-21 2021-12-31 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 169 8.33 0.1083
2021-10-12 2021-09-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 156 -5.45 0.1069
2021-07-15 2021-06-30 13F XCEL ENERGY COM 98389B100 2,500 0 0.00 165 -0.60 0.1076
2021-06-09 2021-03-31 13F/A-1 XCEL ENERGY COM 98389B100 2,500 -5,574 -69.04 166 -66.87 0.1182
2021-06-07 2021-03-31 13F XCEL ENERGY COM 98389B100 8,074 0 340 3.7273
2021-01-12 2020-12-31 13F XCEL ENERGY COM 98389B100 8,074 2,500 44.85 501 50.00 0.3543
2020-04-22 2020-03-31 13F XCEL ENERGY COM 98389B100 5,574 2,787 100.00 334 88.70 0.3464
2020-01-24 2019-12-31 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 177 -2.21 0.1340
2019-10-10 2019-09-30 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 181 9.04 0.1448
2019-07-11 2019-06-30 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 166 5.73 0.1464
2019-04-17 2019-03-31 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 157 14.60 0.1472
2019-01-14 2018-12-31 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 137 3.79 0.1462
2018-10-05 2018-09-30 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 132 3.94 0.1089
2018-07-09 2018-06-30 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 127 0.00 0.1115
2018-04-09 2018-03-31 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 127 -5.22 0.1069
2018-01-22 2017-12-31 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 134 1.52 0.1111
2017-10-17 2017-09-30 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 132 3.13 0.1094
2017-07-19 2017-06-30 13F XCEL ENERGY COM 98389B100 2,787 0 0.00 128 3.23 0.1134
2017-05-09 2017-03-31 13F XCEL ENERGY COM 98389B100 2,787 2,787 124 0.1115
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.