Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership9,633 shares
Latest Disclosed Value $ 765,246
Marshall Wace, Llp reports 65.41% decrease in ownership of XCEL / Xcel Energy Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 9,633 shares of Xcel Energy Inc. (AT:XCEL) valued at $655,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 27,850 shares of Xcel Energy Inc.. This represents a change in shares of -65.41% during the quarter. The current value of the position is $664,677 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 XCEL ENERGY COMMON STOCK 98389B100 9,633 -18,217 -65.41 765 -62.81 0.0004
2026-02-13 2025-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 27,850 -758,102 -96.46 2,057 -96.75 0.0019
2025-11-13 2025-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 785,952 603,432 330.61 63,387 409.99 0.0643
2025-08-13 2025-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 182,520 -10,834 -5.60 12,430 -9.19 0.0140
2025-05-15 2025-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 193,354 135,299 233.05 13,688 249.25 0.0174
2025-02-13 2024-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 58,055 54,562 1,562.04 3,920 1,618.86 0.0047
2024-11-14 2024-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 3,493 -83,673 -95.99 228 -95.10 0.0003
2024-08-14 2024-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 87,166 -885,771 -91.04 4,656 -91.10 0.0062
2024-05-15 2024-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 972,937 972,937 52,295 0.0796
2023-05-15 2023-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 0 -44,300 -100.00 0 -100.00
2023-02-14 2022-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 44,300 44,300 3,106 0.0070
2022-11-14 2022-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 0 -87,381 -100.00 0 -100.00
2022-08-15 2022-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 87,381 -218,196 -71.40 6,184 -71.96 0.0127
2022-05-16 2022-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 305,577 -1,274,284 -80.66 22,052 -79.38 0.0418
2022-02-14 2021-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 1,579,861 1,571,859 19,643.33 106,957 21,291.40 0.1975
2021-11-15 2021-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 8,002 -106,229 -92.99 500 -93.36 0.0021
2021-08-13 2021-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 114,231 110,393 2,876.32 7,525 2,850.98 0.0367
2021-05-17 2021-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 3,838 -62,220 -94.19 255 -94.21 0.0012
2021-02-16 2020-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 66,058 66,058 1,621.16 4,404 1,627.06 0.0239
2020-08-13 2020-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 0 -1,456 -100.00 0 -100.00
2020-05-15 2020-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 1,456 1,456 87 0.0009
2017-05-12 2017-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 0 -119,162 -100.00 0 -100.00
2017-02-10 2016-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 119,162 -443,923 -78.84 4,850 -79.06 0.0319
2016-11-10 2016-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 563,085 563,085 372.54 23,165 377.63 0.1647
2015-08-14 2015-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 0 -8,408 -100.00 0 -100.00
2015-05-11 2015-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 8,408 8,408 293 0.0038
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.