Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
69,00 € ↑3,00 (4,55%)
2026-06-05
DEL PRIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership401 shares
Latest Disclosed Value $ 31,848
Winch Advisory Services, LLC reports 0.75% increase in ownership of XCEL / Xcel Energy Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 401 shares of Xcel Energy Inc. (AT:XCEL) valued at $27,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 398 shares of Xcel Energy Inc.. This represents a change in shares of 0.75% during the quarter. The current value of the position is $27,669 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)
2026-04-30 2026-03-31 13F XCEL ENERGY COM 98389B100 401 3 0.75 32 6.90 0.0073
2026-02-03 2025-12-31 13F XCEL ENERGY COM 98389B100 398 3 0.76 29 -6.45 0.0065
2025-11-12 2025-09-30 13F XCEL ENERGY COM 98389B100 395 -819 -67.46 32 -62.20 0.0072
2025-08-07 2025-06-30 13F XCEL ENERGY COM 98389B100 1,214 10 0.83 83 -3.53 0.0202
2025-05-06 2025-03-31 13F XCEL ENERGY COM 98389B100 1,204 10 0.84 85 6.25 0.0225
2025-01-14 2024-12-31 13F XCEL ENERGY COM 98389B100 1,194 10 0.84 81 3.90 0.0210
2024-10-21 2024-09-30 13F XCEL ENERGY COM 98389B100 1,184 11 0.94 77 24.19 0.0214
2024-07-31 2024-06-30 13F XCEL ENERGY COM 98389B100 1,173 12 1.03 63 0.00 0.0179
2024-05-14 2024-03-31 13F XCEL ENERGY COM 98389B100 1,161 10 0.87 62 -12.68 0.0191
2024-01-18 2023-12-31 13F XCEL ENERGY COM 98389B100 1,151 10 0.88 71 0.0236
2023-11-06 2023-09-30 13F XCEL ENERGY COM 98389B100 1,141 9 0.80 0 0.0238
2023-08-08 2023-06-30 13F XCEL ENERGY COM 98389B100 1,132 9 0.80 0 0.0251
2023-05-10 2023-03-31 13F XCEL ENERGY COM 98389B100 1,123 8 0.72 0 0.0295
2023-01-26 2022-12-31 13F XCEL ENERGY COM 98389B100 1,115 8 0.72 0 -100.00 0.0333
2022-10-31 2022-09-30 13F XCEL ENERGY COM 98389B100 1,107 8 0.73 71 -8.97 0.0305
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 1,099 5 0.46 78 -1.27 0.0318
2022-04-26 2022-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,094 7 0.64 79 6.76 0.0275
2022-02-04 2021-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,087 7 0.65 74 10.45 0.0245
2021-11-10 2021-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,080 7 0.65 67 -5.63 0.0234
2021-08-05 2021-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,073 7 0.66 71 0.00 0.0255
2021-05-03 2021-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,066 7 0.66 71 0.00 0.0285
2021-02-09 2020-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,059 7 0.67 71 -2.74 0.0295
2020-11-04 2020-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,052 6 0.57 73 12.31 0.0309
2020-08-12 2020-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,046 7 0.67 65 3.17 0.0309
2020-05-13 2020-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,039 7 0.68 63 -4.55 0.0313
2020-02-12 2019-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,032 6 0.58 66 -1.49 0.0313
2019-11-13 2019-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,026 7 0.69 67 9.84 0.0349
2019-08-07 2019-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,019 7 0.69 61 7.02 0.0318
2019-05-13 2019-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,012 -401 -28.38 57 -18.57 0.0315
2019-02-05 2018-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,413 -138 -8.90 70 -4.11 0.0389
2018-11-13 2018-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,551 -155 -9.09 73 -6.41 0.0367
2018-08-13 2018-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,706 -7,972 -82.37 78 -82.27 0.0420
2018-05-11 2018-03-31 13F XCEL ENERGY INC COM COM 98389B100 9,678 -18,219 -65.31 440 -67.21 0.2578
2018-02-13 2017-12-31 13F XCEL ENERGY INC COM COM 98389B100 27,897 2,077 8.04 1,342 9.82 0.8069
2017-11-13 2017-09-30 13F XCEL ENERGY INC COM COM 98389B100 25,820 22,532 685.28 1,222 709.27 0.7949
2017-08-07 2017-06-30 13F Xcel Energy Inc. COM 98389B100 3,288 0 0.00 151 3.42 0.0950
2017-05-01 2017-03-31 13F XCEL ENERGY INC COM COM 98389B100 3,288 -596 -15.35 146 -7.59 0.0927
2017-01-19 2016-12-31 13F XCEL ENERGY INC COM COM 98389B100 3,884 -988 -20.28 158 -21.00 0.1087
2016-11-02 2016-09-30 13F XCEL ENERGY INC COM COM 98389B100 4,872 -414 -7.83 200 -15.61 0.1630
2016-08-10 2016-06-30 13F XCEL ENERGY INC COM COM 98389B100 5,286 -655 -11.03 237 -4.44 0.2874
2016-05-12 2016-03-31 13F XCEL ENERGY INC COM COM 98389B100 5,941 52 0.88 248 17.54 0.4001
2016-01-22 2015-12-31 13F XCEL ENERGY INC COM COM 98389B100 5,889 51 0.87 211 1.93 0.2392
2015-11-13 2015-09-30 13F XCEL ENERGY INC COM COM 98389B100 5,838 56 0.97 207 11.29 0.3025
2015-08-11 2015-06-30 13F XCEL ENERGY INC COM COM 98389B100 5,782 53 0.93 186 -6.53 0.1017
2015-05-14 2015-03-31 13F XCEL ENERGY INC COM COM 98389B100 5,729 5,729 0.00 199 0.1159
2015-02-11 2014-12-31 13F Xcel Energy COM 98389B100 0 -5,632 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Xcel Energy COM 98389B100 5,632 -66 -1.16 171 -7.07 0.1097
2014-08-15 2014-06-30 13F Xcel Energy COM 98389B100 5,698 53 0.94 184 7.60 0.1080
2014-05-14 2014-03-31 13F Xcel Energy Inc Com COM 98389B100 5,645 5,645 171 0.1083
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.