Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership11,236 shares
Latest Disclosed Value $ 889,521
Smartleaf Asset Management LLC reports 6.47% increase in ownership of XCEL / Xcel Energy Inc.

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 11,236 shares of Xcel Energy Inc. (AT:XCEL) valued at $764,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,553 shares of Xcel Energy Inc.. This represents a change in shares of 6.47% during the quarter. The current value of the position is $775,284 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)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 11,236 683 6.47 890 13.68 0.0321
2026-02-13 2025-12-31 13F XCEL ENERGY COM 98389B100 10,553 698 7.08 783 -0.76 0.0297
2025-11-05 2025-09-30 13F XCEL ENERGY COM 98389B100 9,855 3,608 57.76 789 86.29 0.0488
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 6,247 -736 -10.54 423 -12.96 0.0373
2025-05-14 2025-03-31 13F XCEL ENERGY COM 98389B100 6,983 -906 -11.48 487 -8.82 0.0470
2025-02-05 2024-12-31 13F XCEL ENERGY COM 98389B100 7,889 633 8.72 533 13.89 0.0544
2024-11-13 2024-09-30 13F XCEL ENERGY COM 98389B100 7,256 1,092 17.72 469 41.39 0.0569
2024-10-08 2024-06-30 13F/A-1 XCEL ENERGY COM 98389B100 6,164 56 0.92 332 1.53 0.0544
2024-08-13 2024-06-30 13F XCEL ENERGY COM 98389B100 6,164 56 332 0.0544
2024-10-07 2024-03-31 13F/A-1 XCEL ENERGY COM 98389B100 6,108 52 0.86 326 -12.83 0.0631
2024-05-03 2024-03-31 13F XCEL ENERGY COM 98389B100 6,107 51 364 0.0875
2024-02-12 2023-12-31 13F XCEL ENERGY COM 98389B100 6,056 6,056 375 0.1003
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.