Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership19,633 shares
Latest Disclosed Value $ 1,559,669
Savant Capital, LLC reports 11.97% increase in ownership of XCEL / Xcel Energy Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 19,633 shares of Xcel Energy Inc. (AT:XCEL) valued at $1,335,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,534 shares of Xcel Energy Inc.. This represents a change in shares of 11.97% during the quarter. The current value of the position is $1,354,677 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)
2026-05-04 2026-03-31 13F XCEL ENERGY COM 98389B100 19,633 2,099 11.97 1,560 20.39 0.0075
2026-02-10 2025-12-31 13F XCEL ENERGY COM 98389B100 17,534 529 3.11 1,295 -5.54 0.0074
2026-03-04 2025-09-30 13F/A-1 XCEL ENERGY COM 98389B100 17,005 3,887 29.63 1,371 53.53 0.0083
2025-11-05 2025-09-30 13F XCEL ENERGY COM 98389B100 29,671 -3,151 2,393 0.0127
2026-03-04 2025-06-30 13F/A-1 XCEL ENERGY COM 98389B100 13,118 1,870 16.63 893 12.19 0.0064
2025-08-06 2025-06-30 13F XCEL ENERGY COM 98389B100 32,822 1,914 2,235 0.0139
2026-03-04 2025-03-31 13F/A-1 XCEL ENERGY COM 98389B100 11,248 -19,799 -63.77 796 -62.02 0.0067
2025-05-08 2025-03-31 13F XCEL ENERGY COM 98389B100 30,908 -139 2,188 0.0159
2025-01-29 2024-12-31 13F XCEL ENERGY COM 98389B100 31,047 199 0.65 2,096 4.07 0.0165
2024-11-04 2024-09-30 13F XCEL ENERGY COM 98389B100 30,848 -923 -2.91 2,014 18.75 0.0167
2024-08-05 2024-06-30 13F XCEL ENERGY COM 98389B100 31,771 16,834 112.70 1,697 111.47 0.0170
2024-05-06 2024-03-31 13F XCEL ENERGY COM 98389B100 14,937 3,307 28.44 803 11.54 0.0092
2024-02-05 2023-12-31 13F XCEL ENERGY COM 98389B100 11,630 2,061 21.54 720 31.44 0.0093
2023-11-07 2023-09-30 13F XCEL ENERGY COM 98389B100 9,569 -668 -6.53 548 -13.99 0.0082
2023-08-04 2023-06-30 13F XCEL ENERGY COM 98389B100 10,237 476 4.88 636 -3.34 0.0100
2023-05-03 2023-03-31 13F XCEL ENERGY COM 98389B100 9,761 108 1.12 658 -2.66 0.0123
2023-02-13 2022-12-31 13F/A-1 XCEL ENERGY COM 98389B100 9,653 -1,141 -10.57 677 -2.17 0.0165
2023-02-07 2022-12-31 13F XCEL ENERGY COM 98389B100 9,653 -1,141 677 0.0165
2022-10-31 2022-09-30 13F XCEL ENERGY COM 98389B100 10,794 -272 -2.46 691 -11.75 0.0215
2022-07-22 2022-06-30 13F XCEL ENERGY COM 98389B100 11,066 232 2.14 783 0.13 0.0237
2022-05-05 2022-03-31 13F XCEL ENERGY COM 98389B100 10,834 -131 -1.19 782 5.25 0.0256
2022-02-08 2021-12-31 13F XCEL ENERGY COM 98389B100 10,965 2,047 22.95 743 33.39 0.0240
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 8,918 877 10.91 557 5.09 0.0203
2021-08-04 2021-06-30 13F XCEL ENERGY COM 98389B100 8,041 76 0.95 530 0.00 0.0214
2021-05-04 2021-03-31 13F XCEL ENERGY COM 98389B100 7,965 186 2.39 530 2.12 0.0284
2021-02-03 2020-12-31 13F XCEL ENERGY COM 98389B100 7,779 -188 -2.36 519 -5.64 0.0302
2020-11-04 2020-09-30 13F XCEL ENERGY COM 98389B100 7,967 -18 -0.23 550 10.22 0.0376
2020-08-11 2020-06-30 13F XCEL ENERGY COM 98389B100 7,985 1,425 21.72 499 26.01 0.0378
2020-04-30 2020-03-31 13F XCEL ENERGY COM 98389B100 6,560 220 3.47 396 -1.74 0.0376
2020-01-31 2019-12-31 13F XCEL ENERGY COM 98389B100 6,340 153 2.47 403 0.50 0.0494
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 6,187 8 0.13 401 8.97 0.0557
2019-08-06 2019-06-30 13F XCEL ENERGY COM 98389B100 6,179 9 0.15 368 6.05 0.0518
2019-05-02 2019-03-31 13F XCEL ENERGY COM 98389B100 6,170 0 0.00 347 14.14 0.0651
2019-02-05 2018-12-31 13F XCEL ENERGY COM 98389B100 6,170 1,135 22.54 304 27.73 0.0636
2018-10-22 2018-09-30 13F XCEL ENERGY COM 98389B100 5,035 -170 -3.27 238 0.00 0.0427
2018-08-07 2018-06-30 13F XCEL ENERGY COM 98389B100 5,205 185 3.69 238 4.39 0.0508
2018-04-27 2018-03-31 13F XCEL ENERGY COM 98389B100 5,020 -237 -4.51 228 -9.88 0.0481
2018-01-30 2017-12-31 13F XCEL ENERGY COM 98389B100 5,257 20 0.38 253 2.02 0.0532
2017-10-31 2017-09-30 13F XCEL ENERGY COM 98389B100 5,237 100 1.95 248 5.08 0.0556
2017-08-03 2017-06-30 13F XCEL ENERGY COM 98389B100 5,137 0 0.00 236 3.51 0.0558
2017-05-09 2017-03-31 13F XCEL ENERGY COM 98389B100 5,137 77 1.52 228 10.68 0.0564
2017-01-11 2016-12-31 13F XCEL ENERGY COM 98389B100 5,060 -10 -0.20 206 -1.44 0.0553
2016-10-28 2016-09-30 13F XCEL ENERGY COM 98389B100 5,070 -2,288 -31.10 209 -36.47 0.0574
2016-07-28 2016-06-30 13F XCEL ENERGY COM 98389B100 7,358 210 2.94 329 10.03 0.0941
2016-05-11 2016-03-31 13F XCEL ENERGY COM 98389B100 7,148 140 2.00 299 18.65 0.0908
2016-02-02 2015-12-31 13F XCEL ENERGY COM 98389B100 7,008 70 1.01 252 2.44 0.0786
2015-11-06 2015-09-30 13F XCEL ENERGY COM 98389B100 6,938 -370 -5.06 246 4.68 0.0881
2015-08-11 2015-06-30 13F XCEL ENERGY COM 98389B100 7,308 -440 -5.68 235 -12.96 0.0791
2015-05-13 2015-03-31 13F XCEL ENERGY COM 98389B100 7,748 1,710 28.32 270 24.42 0.0956
2015-02-09 2014-12-31 13F XCEL ENERGY COM 98389B100 6,038 6,038 217 0.0822
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.