Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
66,00 € ↓ -2,00 (-2,94%)
2026-06-04
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership187 shares
Latest Disclosed Value $ 14,967
BOK Financial Private Wealth, Inc. ownership in XCEL / Xcel Energy Inc.

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 187 shares of Xcel Energy Inc. (AT:XCEL) valued at $12,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 187 shares of Xcel Energy Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $12,342 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)
2026-05-12 2026-03-31 13F XCEL ENERGY COM 98389B100 187 0 0.00 15 7.69 0.0009
2026-02-06 2025-12-31 13F XCEL ENERGY COM 98389B100 187 0 0.00 14 -13.33 0.0009
2025-11-07 2025-09-30 13F XCEL ENERGY COM 98389B100 187 0 0.00 15 25.00 0.0010
2025-08-07 2025-06-30 13F XCEL ENERGY COM 98389B100 187 -94 -33.45 13 -40.00 0.0009
2025-05-14 2025-03-31 13F XCEL ENERGY COM 98389B100 281 0 0.00 20 11.11 0.0015
2025-02-07 2024-12-31 13F XCEL ENERGY COM 98389B100 281 0 0.00 19 0.00 0.0014
2024-11-13 2024-09-30 13F XCEL ENERGY COM 98389B100 281 0 0.00 19 20.00 0.0013
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 281 0 0.00 15 0.00 0.0011
2024-05-01 2024-03-31 13F XCEL ENERGY COM 98389B100 281 -62 -18.08 15 -28.57 0.0011
2024-01-30 2023-12-31 13F XCEL ENERGY COM 98389B100 343 0 0.00 21 10.53 0.0017
2023-10-13 2023-09-30 13F XCEL ENERGY COM 98389B100 343 -138 -28.69 20 -36.67 0.0017
2023-08-08 2023-06-30 13F XCEL ENERGY COM 98389B100 481 0 0.00 30 -6.25 0.0025
2023-04-24 2023-03-31 13F XCEL ENERGY COM 98389B100 481 0 0.00 33 -3.03 0.0026
2023-02-02 2022-12-31 13F XCEL ENERGY COM 98389B100 481 0 0.00 34 6.45 0.0028
2022-11-07 2022-09-30 13F/A-1 XCEL ENERGY COM 98389B100 481 0 0.00 31 -8.82 0.0028
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 481 481 34 0.0030
2017-05-08 2017-03-31 13F XCEL ENERGY COM 98389B100 0 -10,037 -100.00 0 -100.00
2017-02-08 2016-12-31 13F XCEL ENERGY COM 98389B100 10,037 57 0.57 408 -0.73 0.0619
2016-11-07 2016-09-30 13F XCEL ENERGY COM 98389B100 9,980 -3,049 -23.40 411 -29.50 0.0623
2016-08-10 2016-06-30 13F XCEL ENERGY COM 98389B100 13,029 57 0.44 583 7.56 0.0927
2016-05-12 2016-03-31 13F XCEL ENERGY COM 98389B100 12,972 58 0.45 542 16.81 0.0921
2016-02-08 2015-12-31 13F XCEL ENERGY COM 98389B100 12,914 -55 -0.42 464 1.09 0.0795
2015-10-22 2015-09-30 13F XCEL ENERGY COM 98389B100 12,969 62 0.48 459 10.60 0.0805
2015-07-16 2015-06-30 13F XCEL ENERGY COM 98389B100 12,907 -1,140 -8.12 415 -15.13 0.0690
2015-04-30 2015-03-31 13F XCEL ENERGY COM 98389B100 14,047 14,047 0.00 489 0.0808
2015-02-03 2014-12-31 13F XCEL ENERGY COM 98389B100 0 -13,916 -100.00 0 -100.00
2014-11-05 2014-09-30 13F XCEL ENERGY COM 98389B100 13,916 70 0.51 423 -5.16 0.0709
2014-08-01 2014-06-30 13F XCEL ENERGY COM 98389B100 13,846 70 0.51 446 6.70 0.0742
2014-05-05 2014-03-31 13F XCEL ENERGY COM 98389B100 13,776 1,071 8.43 418 17.75 0.0729
2014-01-28 2013-12-31 13F XCEL ENERGY COM 98389B100 12,705 70 0.55 355 1.72 0.0640
2013-11-08 2013-09-30 13F XCEL ENERGY COM 98389B100 12,635 67 0.53 349 -1.97 0.0702
2013-08-13 2013-06-30 13F XCEL ENERGY COM 98389B100 12,568 12,568 356 0.0769
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.