Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionKennedy Capital Management, Inc.
Latest Disclosed Ownership3,057 shares
Latest Disclosed Value $ 242,848
Kennedy Capital Management, Inc. reports 0.55% decrease in ownership of XCEL / Xcel Energy Inc.

On May 13, 2026 - Kennedy Capital Management, Inc. filed a 13F-HR form disclosing ownership of 3,057 shares of Xcel Energy Inc. (AT:XCEL) valued at $207,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,074 shares of Xcel Energy Inc.. This represents a change in shares of -0.55% during the quarter. The current value of the position is $210,933 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)
2026-05-13 2026-03-31 13F Xcel Energy COM 98389B100 3,057 -17 -0.55 243 6.61 0.0051
2026-02-13 2025-12-31 13F Xcel Energy COM 98389B100 3,074 0 0.00 227 -8.10 0.0048
2025-11-13 2025-09-30 13F Xcel Energy COM 98389B100 3,074 0 0.00 248 18.18 0.0055
2025-08-13 2025-06-30 13F Xcel Energy COM 98389B100 3,074 0 0.00 209 -3.69 0.0050
2025-05-13 2025-03-31 13F Xcel Energy COM 98389B100 3,074 -125 -3.91 218 0.93 0.0052
2025-02-13 2024-12-31 13F Xcel Energy COM 98389B100 3,199 9 0.28 216 3.37 0.0048
2024-11-14 2024-09-30 13F Xcel Energy COM 98389B100 3,190 3,190 208 0.0046
2020-02-28 2019-12-31 13F/A-1 XCEL ENERGY COM 98389B100 0 -85,212 -100.00 0 -100.00
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 85,212 -24,952 -22.65 5,529 -15.64 0.1372
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 110,164 539 0.49 6,554 6.36 0.1557
2019-05-13 2019-03-31 13F/A-1 XCEL ENERGY COM 98389B100 109,625 -1,812 -1.63 6,162 12.22 0.1455
2019-05-13 2019-03-31 13F XCEL ENERGY COM 98389B100 109,625 -1,812 6,162
2019-02-12 2018-12-31 13F XCEL ENERGY COM 98389B100 111,437 1,477 1.34 5,491 5.78 0.1364
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 109,960 -590 -0.53 5,191 2.79 0.0966
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 110,550 51 0.05 5,050 0.50 0.0941
2018-05-14 2018-03-31 13F XCEL ENERGY COM 98389B100 110,499 -8,433 -7.09 5,025 -12.18 0.0978
2018-02-13 2017-12-31 13F XCEL ENERGY COM 98389B100 118,932 -13,695 -10.33 5,722 -8.83 0.1025
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 132,627 -4,368 -3.19 6,276 -0.14 0.1132
2017-08-09 2017-06-30 13F XCEL ENERGY COM 98389B100 136,995 -3,428 -2.44 6,285 0.69 0.1201
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 140,423 -3,356 -2.33 6,242 6.66 0.1091
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 143,779 -33,561 -18.92 5,852 -19.79 0.1018
2016-11-14 2016-09-30 13F XCEL ENERGY COM 98389B100 177,340 -6,570 -3.57 7,296 -11.40 0.1400
2016-08-12 2016-06-30 13F XCEL ENERGY COM 98389B100 183,910 -28,285 -13.33 8,235 -7.20 0.1664
2016-05-13 2016-03-31 13F XCEL ENERGY COM 98389B100 212,195 -18,119 -7.87 8,874 7.29 0.1804
2016-02-12 2015-12-31 13F XCEL ENERGY COM 98389B100 230,314 48,566 26.72 8,271 28.51 0.1675
2015-11-12 2015-09-30 13F XCEL ENERGY COM 98389B100 181,748 -3,269 -1.77 6,436 8.10 0.1318
2015-08-14 2015-06-30 13F XCEL ENERGY COM 98389B100 185,017 -2,443 -1.30 5,954 -8.75 0.1069
2015-05-07 2015-03-31 13F XCEL ENERGY COM 98389B100 187,460 7,912 4.41 6,525 1.18 0.1143
2015-02-13 2014-12-31 13F XCEL ENERGY COM 98389B100 179,548 6,412 3.70 6,449 22.53 0.1185
2014-11-14 2014-09-30 13F XCEL ENERGY COM 98389B100 173,136 3,663 2.16 5,263 -3.64 0.1032
2014-08-14 2014-06-30 13F XCEL ENERGY COM 98389B100 169,473 1,912 1.14 5,462 7.37 0.1015
2014-05-14 2014-03-31 13F XCEL ENERGY COM 98389B100 167,561 1,662 1.00 5,087 9.75 0.0958
2014-02-13 2013-12-31 13F XCEL ENERGY COM 98389B100 165,899 -1,072 -0.64 4,635 0.54 0.0856
2013-11-13 2013-09-30 13F XCEL ENERGY COM 98389B100 166,971 2,079 1.26 4,610 -1.35 0.0891
2013-08-13 2013-06-30 13F XCEL ENERGY COM 98389B100 164,892 164,892 4,673 0.0950
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.