Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionRegions Financial Corp
Latest Disclosed Ownership1,032,974 shares
Latest Disclosed Value $ 82,059,454
Regions Financial Corp reports 0.94% decrease in ownership of XCEL / Xcel Energy Inc.

On May 5, 2026 - Regions Financial Corp filed a 13F-HR form disclosing ownership of 1,032,974 shares of Xcel Energy Inc. (AT:XCEL) valued at $70,283,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,042,732 shares of Xcel Energy Inc.. This represents a change in shares of -0.94% during the quarter. The current value of the position is $71,275,206 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 COM 98389B100 1,032,974 -9,758 -0.94 82,059 6.55 0.5328
2026-01-27 2025-12-31 13F XCEL ENERGY COM 98389B100 1,042,732 8,633 0.83 77,016 -7.65 0.4930
2025-11-19 2025-09-30 13F/A-1 XCEL ENERGY COM 98389B100 1,034,099 8,478 0.83 83,400 19.41 0.5432
2025-11-19 2025-09-30 13F XCEL ENERGY COM 98389B100 1,034,099 8,478 83,400 0.4801
2025-07-29 2025-06-30 13F XCEL ENERGY COM 98389B100 1,025,621 12,750 1.26 69,845 -2.59 0.4809
2025-05-08 2025-03-31 13F XCEL ENERGY COM 98389B100 1,012,871 38,936 4.00 71,701 9.03 0.5342
2025-02-14 2024-12-31 13F Xcel Energy COM 98389B100 973,935 121,526 14.26 65,760 18.14 0.4830
2024-11-14 2024-09-30 13F Xcel Energy COM 98389B100 852,409 2,156 0.25 55,662 22.57 0.4005
2024-07-31 2024-06-30 13F Xcel Energy COM 98389B100 850,253 95,022 12.58 45,412 11.87 0.3452
2024-04-23 2024-03-31 13F Xcel Energy COM 98389B100 755,231 34,524 4.79 40,594 -9.02 0.3081
2024-02-06 2023-12-31 13F Xcel Energy COM 98389B100 720,707 -51,430 -6.66 44,619 0.99 0.3675
2023-11-01 2023-09-30 13F Xcel Energy COM 98389B100 772,137 9,558 1.25 44,182 -6.81 0.3973
2023-08-09 2023-06-30 13F Xcel Energy COM 98389B100 762,579 46,799 6.54 47,410 98,668.75 0.4096
2023-05-12 2023-03-31 13F Xcel Energy COM 98389B100 715,780 527,267 279.70 48 269.23 0.4333
2023-02-06 2022-12-31 13F Xcel Energy COM 98389B100 188,513 169,004 866.29 13 -98.96 0.1215
2022-11-03 2022-09-30 13F Xcel Energy COM 98389B100 19,509 39 0.20 1,248 -9.37 0.0126
2022-07-25 2022-06-30 13F Xcel Energy COM 98389B100 19,470 0 0.00 1,377 -1.99 0.0131
2022-04-25 2022-03-31 13F Xcel Energy COM 98389B100 19,470 -98 -0.50 1,405 6.04 0.0113
2022-01-31 2021-12-31 13F Xcel Energy COM 98389B100 19,568 -1,785 -8.36 1,325 -0.75 0.0103
2021-11-04 2021-09-30 13F Xcel Energy COM 98389B100 21,353 2,150 11.20 1,335 5.53 0.0115
2021-07-27 2021-06-30 13F Xcel Energy COM 98389B100 19,203 -4,162 -17.81 1,265 -18.60 0.0109
2021-06-02 2021-03-31 13F Xcel Energy COM 98389B100 23,365 -4,875 -17.26 1,554 -17.47 0.0141
2021-02-05 2020-12-31 13F Xcel Energy COM 98389B100 28,240 -140 -0.49 1,883 -3.83 0.0181
2020-10-15 2020-09-30 13F Xcel Energy COM 98389B100 28,380 -1,133 -3.84 1,958 6.12 0.0214
2020-07-27 2020-06-30 13F Xcel Energy COM 98389B100 29,513 121 0.41 1,845 4.12 0.0215
2020-04-29 2020-03-31 13F Xcel Energy COM 98389B100 29,392 51 0.17 1,772 -4.88 0.0236
2020-02-03 2019-12-31 13F Xcel Energy COM 98389B100 29,341 -3,129 -9.64 1,863 -11.58 0.0195
2019-10-24 2019-09-30 13F Xcel Energy COM 98389B100 32,470 -2,415 -6.92 2,107 1.49 0.0234
2019-07-19 2019-06-30 13F Xcel Energy COM 98389B100 34,885 -564 -1.59 2,076 4.16 0.0234
2019-04-19 2019-03-31 13F Xcel Energy COM 98389B100 35,449 -2,420 -6.39 1,993 6.81 0.0229
2019-01-28 2018-12-31 13F Xcel Energy COM 98389B100 37,869 -4,923 -11.50 1,866 -7.67 0.0233
2018-10-22 2018-09-30 13F Xcel Energy COM 98389B100 42,792 -2,993 -6.54 2,021 -3.35 0.0218
2018-07-26 2018-06-30 13F Xcel Energy COM 98389B100 45,785 1,026 2.29 2,091 2.75 0.0236
2018-04-18 2018-03-31 13F Xcel Energy COM 98389B100 44,759 -762 -1.67 2,035 -7.08 0.0228
2018-01-18 2017-12-31 13F Xcel Energy COM 98389B100 45,521 -366 -0.80 2,190 0.88 0.0237
2017-10-23 2017-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 45,887 -775 -1.66 2,171 1.40 0.0247
2017-07-31 2017-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 46,662 7,146 18.08 2,141 21.92 0.0251
2017-05-02 2017-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 39,516 -6,132 -13.43 1,756 -5.49 0.0208
2017-02-03 2016-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 45,648 -5,311 -10.42 1,858 -11.35 0.0227
2016-10-28 2016-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 50,959 -1,946 -3.68 2,096 -11.52 0.0270
2016-07-26 2016-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 52,905 -5,107 -8.80 2,369 -2.39 0.0307
2016-05-02 2016-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 58,012 -1,990 -3.32 2,427 12.67 0.0322
2016-01-29 2015-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 60,002 -4,270 -6.64 2,154 -5.32 0.0289
2015-10-20 2015-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 64,272 -15,078 -19.00 2,275 -10.92 0.0324
2015-07-14 2015-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 79,350 -10,949 -12.13 2,554 -18.74 0.0339
2015-04-23 2015-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 90,299 -6,282 -6.50 3,143 -9.40 0.0404
2015-01-21 2014-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 96,581 -63,849 -39.80 3,469 -28.87 0.0450
2014-10-27 2014-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 160,430 -16,646 -9.40 4,877 -14.54 0.0608
2014-07-23 2014-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 177,076 -37,590 -17.51 5,707 -12.43 0.0699
2014-04-17 2014-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 214,666 -61,878 -22.38 6,517 -15.66 0.0827
2014-01-27 2013-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 276,544 -305,705 -52.50 7,727 -51.93 0.0955
2013-10-18 2013-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 582,249 -440,006 -43.04 16,076 -44.51 0.2124
2013-08-02 2013-06-30 13F XCEL ENERGY COM 98389B100 1,022,255 1,022,255 28,970 0.3950
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.