Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership18,544 shares
Latest Disclosed Value $ 1,473,096
AdvisorNet Financial, Inc reports 2.58% decrease in ownership of XEL / Xcel Energy Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 18,544 shares of Xcel Energy Inc. (MX:XEL) valued at $1,473,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 19,036 shares of Xcel Energy Inc.. This represents a change in shares of -2.58% during the quarter.

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)
2026-04-17 2026-03-31 13F XCEL ENERGY INC COM Stock 98389B100 18,544 -492 -2.58 1,473 4.84 0.0763
2026-01-20 2025-12-31 13F XCEL ENERGY INC COM Stock 98389B100 19,036 964 5.33 1,406 -3.57 0.0749
2025-10-09 2025-09-30 13F XCEL ENERGY INC COM Stock 98389B100 18,072 894 5.20 1,458 24.64 0.0825
2025-07-14 2025-06-30 13F XCEL ENERGY INC COM Stock 98389B100 17,178 455 2.72 1,170 -1.18 0.0754
2025-04-07 2025-03-31 13F XCEL ENERGY INC COM Stock 98389B100 16,723 2,872 20.73 1,184 26.52 0.0879
2025-01-13 2024-12-31 13F XCEL ENERGY INC COM Stock 98389B100 13,851 -8,753 -38.72 935 -36.65 0.0783
2024-10-15 2024-09-30 13F XCEL ENERGY INC COM Stock 98389B100 22,604 -369 -1.61 1,476 20.29 0.1103
2024-07-16 2024-06-30 13F XCEL ENERGY INC COM Stock 98389B100 22,973 -7,428 -24.43 1,227 -24.91 0.1114
2024-04-12 2024-03-31 13F XCEL ENERGY INC COM Stock 98389B100 30,401 -26,116 -46.21 1,634 -53.29 0.1571
2024-01-19 2023-12-31 13F XCEL ENERGY INC COM Stock 98389B100 56,517 -1,476 -2.55 3,499 5.42 0.3226
2023-10-12 2023-09-30 13F XCEL ENERGY INC COM Stock 98389B100 57,993 -1,030 -1.75 3,318 -9.57 0.3012
2023-07-14 2023-06-30 13F XCEL ENERGY INC COM Stock 98389B100 59,023 -1,772 -2.91 3,669 -10.51 0.3139
2023-04-28 2023-03-31 13F XCEL ENERGY INC COM Stock 98389B100 60,795 558 0.93 4,100 -2.91 0.3750
2023-01-13 2022-12-31 13F XCEL ENERGY INC COM Stock 98389B100 60,237 -3,419 -5.37 4,223 3.66 0.4155
2022-10-04 2022-09-30 13F XCEL ENERGY INC COM Stock 98389B100 63,656 -2,197 -3.34 4,074 -12.58 0.4067
2022-07-07 2022-06-30 13F XCEL ENERGY INC COM Stock 98389B100 65,853 -5,370 -7.54 4,660 -9.34 0.4577
2022-04-14 2022-03-31 13F XCEL ENERGY INC COM Stock 98389B100 71,223 3,263 4.80 5,140 11.71 0.3235
2022-01-19 2021-12-31 13F XCEL ENERGY INC COM Stock 98389B100 67,960 -10,161 -13.01 4,601 -5.78 0.2834
2021-10-15 2021-09-30 13F XCEL ENERGY INC COM Stock 98389B100 78,121 -786 -1.00 4,883 -6.06 0.3398
2021-07-06 2021-06-30 13F XCEL ENERGY INC COM Stock 98389B100 78,907 -179 -0.23 5,198 -1.18 0.3445
2021-04-14 2021-03-31 13F XCEL ENERGY INC COM Stock 98389B100 79,086 -856 -1.07 5,260 -1.31 0.3744
2021-02-04 2020-12-31 13F XCEL ENERGY INC COM Stock 98389B100 79,942 -1,613 -1.98 5,330 -5.29 0.4302
2020-11-06 2020-09-30 13F XCEL ENERGY INC COM Stock 98389B100 81,555 -2,758 -3.27 5,628 6.79 0.4825
2020-08-26 2020-06-30 13F XCEL ENERGY INC COM Stock 98389B100 84,313 -464 -0.55 5,270 3.09 0.4247
2020-05-14 2020-03-31 13F XCEL ENERGY INC COM Stock 98389B100 84,777 7,250 9.35 5,112 3.86 0.4716
2020-02-12 2019-12-31 13F XCEL ENERGY INC COM Stock 98389B100 77,527 -8,649 -10.04 4,922 -11.98 0.4176
2019-10-23 2019-09-30 13F XCEL ENERGY INC COM Stock 98389B100 86,176 15,236 21.48 5,592 32.51 0.5140
2019-07-15 2019-06-30 13F XCEL ENERGY INC COM Stock 98389B100 70,940 -1,318 -1.82 4,220 3.89 0.4668
2019-05-14 2019-03-31 13F XCEL ENERGY INC COM Stock 98389B100 72,258 3,931 5.75 4,062 20.68 0.4964
2019-02-08 2018-12-31 13F XCEL ENERGY INC COM Stock 98389B100 68,327 4,977 7.86 3,366 12.54 0.4651
2018-11-14 2018-09-30 13F XCEL ENERGY INC COM Stock 98389B100 63,350 9,913 18.55 2,991 22.53 0.3760
2018-07-26 2018-06-30 13F XCEL ENERGY INC COM Stock 98389B100 53,437 2,653 5.22 2,441 5.67 0.3300
2018-05-08 2018-03-31 13F XCEL ENERGY INC COM Stock 98389B100 50,784 5,288 11.62 2,310 5.53 0.3192
2018-02-27 2017-12-31 13F XCEL ENERGY INC COM Stock 98389B100 45,496 45,496 2,189 0.3326
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.