Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership13,621 shares
Latest Disclosed Value $ 1,082,090
Midwest Professional Planners, LTD. reports 0.41% increase in ownership of XCEL / Xcel Energy Inc.

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 13,621 shares of Xcel Energy Inc. (AT:XCEL) valued at $926,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13,566 shares of Xcel Energy Inc.. This represents a change in shares of 0.41% during the quarter. The current value of the position is $939,849 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)
2026-05-05 2026-03-31 13F XCEL ENERGY INC COM USD2.5 COM 98389B100 13,621 55 0.41 1,082 8.09 0.2549
2026-02-06 2025-12-31 13F XCEL ENERGY COM 98389B100 13,566 699 5.43 1,002 -3.47 0.2374
2025-11-04 2025-09-30 13F XCEL ENERGY COM 98389B100 12,867 45 0.35 1,038 18.79 0.2532
2025-08-11 2025-06-30 13F XCEL ENERGY COM 98389B100 12,822 1,858 16.95 873 12.50 0.2299
2025-05-02 2025-03-31 13F XCEL ENERGY COM 98389B100 10,964 2,055 23.07 776 29.12 0.2415
2025-02-10 2024-12-31 13F XCEL ENERGY COM 98389B100 8,909 -10 -0.11 602 3.26 0.1796
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 8,919 10 0.11 582 22.53 0.1781
2024-08-06 2024-06-30 13F XCEL ENERGY COM 98389B100 8,909 -745 -7.72 476 -8.30 0.1590
2024-05-09 2024-03-31 13F XCEL ENERGY COM 98389B100 9,654 1,189 14.05 519 -1.15 0.1820
2024-02-15 2023-12-31 13F XCEL ENERGY COM 98389B100 8,465 482 6.04 524 14.91 0.2089
2024-02-15 2023-12-31 13F XCEL ENERGY COM 98389B100 8,465 524
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 7,983 395 5.21 457 -3.18 0.2054
2023-08-07 2023-06-30 13F XCEL ENERGY COM 98389B100 7,588 461 6.47 472 -1.87 0.2066
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 7,127 218 3.16 481 -0.83 0.2351
2023-02-10 2022-12-31 13F XCEL ENERGY COM 98389B100 6,909 195 2.90 484 12.56 0.2681
2022-11-10 2022-09-30 13F XCEL ENERGY COM 98389B100 6,714 426 6.77 430 -3.37 0.2566
2022-08-09 2022-06-30 13F XCEL ENERGY COM 98389B100 6,288 200 3.29 445 1.37 0.2510
2022-05-11 2022-03-31 13F XCEL ENERGY COM 98389B100 6,088 219 3.73 439 10.58 0.2159
2022-02-10 2021-12-31 13F XCEL ENERGY COM 98389B100 5,869 257 4.58 397 13.11 0.1929
2021-11-08 2021-09-30 13F XCEL ENERGY COM 98389B100 5,612 9 0.16 351 -4.88 0.1862
2021-08-10 2021-06-30 13F XCEL ENERGY COM 98389B100 5,603 -4,370 -43.82 369 -60.02 0.1922
2021-05-17 2021-03-31 13F Waste Management COM 98389B100 9,973 4,239 73.93 923 141.62 0.9114
2021-03-11 2020-12-31 13F XCEL ENERGY COM 98389B100 5,734 -5,043 -46.79 382 -68.69 0.2354
2020-11-06 2020-09-30 13F Waste Management COM 98389B100 10,777 532 5.19 1,220 12.44 0.8582
2020-08-14 2020-06-30 13F Waste Management COM 98389B100 10,245 272 2.73 1,085 17.55 0.8543
2020-05-05 2020-03-31 13F Waste Management COM 98389B100 9,973 205 2.10 923 -17.07 0.9114
2020-02-11 2019-12-31 13F Waste Management COM 98389B100 9,768 4,255 77.18 1,113 210.89 0.9090
2019-11-14 2019-09-30 13F Xcel Energy COM 98389B100 5,513 72 1.32 358 10.49 0.3202
2019-08-12 2019-06-30 13F Xcel Energy COM 98389B100 5,441 -26 -0.48 324 5.54 0.3006
2019-05-08 2019-03-31 13F Xcel Energy COM 98389B100 5,467 -28 -0.51 307 13.28 0.2964
2019-02-13 2018-12-31 13F Xcel Energy COM 98389B100 5,495 68 1.25 271 5.86 0.2917
2018-11-13 2018-09-30 13F Xcel Energy COM 98389B100 5,427 506 10.28 256 13.78 0.2351
2018-08-10 2018-06-30 13F Xcel Energy COM 98389B100 4,921 262 5.62 225 6.13 0.2012
2018-05-15 2018-03-31 13F Xcel Energy COM 98389B100 4,659 -114 -2.39 212 -7.83 0.1910
2018-02-12 2017-12-31 13F XCEL ENERGY INC COM COM 98389B100 4,773 4,773 230 0.2100
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.