Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership27,883 shares
Latest Disclosed Value $ 2,215,026
Advisors Asset Management, Inc. reports 13.95% increase in ownership of XEL / Xcel Energy Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 27,883 shares of Xcel Energy Inc. (MX:XEL) valued at $2,215,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 24,470 shares of Xcel Energy Inc.. This represents a change in shares of 13.95% 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)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 27,883 3,413 13.95 2,215 22.58 0.0368
2026-02-12 2025-12-31 13F XCEL ENERGY COM 98389B100 24,470 3,167 14.87 1,807 5.18 0.0303
2025-11-06 2025-09-30 13F XCEL ENERGY COM 98389B100 21,303 1,622 8.24 1,718 28.21 0.0292
2025-08-12 2025-06-30 13F XCEL ENERGY COM 98389B100 19,681 -466 -2.31 1,340 -6.03 0.0240
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 20,147 -22 -0.11 1,426 4.78 0.0268
2025-02-10 2024-12-31 13F XCEL ENERGY COM 98389B100 20,169 -7,352 -26.71 1,362 -24.26 0.0251
2024-11-08 2024-09-30 13F XCEL ENERGY COM 98389B100 27,521 -3,824 -12.20 1,797 7.35 0.0330
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 31,345 -6,005 -16.08 1,674 -16.59 0.0327
2024-05-14 2024-03-31 13F XCEL ENERGY COM 98389B100 37,350 -2,168 -5.49 2,008 -17.95 0.0386
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 39,518 -4,215 -9.64 2,447 -2.24 0.0499
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 43,733 -763 -1.71 2,502 -9.54 0.0540
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 44,496 315 0.71 2,766 -7.15 0.0565
2023-05-12 2023-03-31 13F XCEL ENERGY COM 98389B100 44,181 5,630 14.60 2,980 10.25 0.0606
2023-02-13 2022-12-31 13F XCEL ENERGY COM 98389B100 38,551 14,757 62.02 2,703 77.41 0.0557
2022-11-08 2022-09-30 13F XCEL ENERGY COM 98389B100 23,794 1,805 8.21 1,523 -2.12 0.0320
2022-08-08 2022-06-30 13F XCEL ENERGY COM 98389B100 21,989 -2,399 -9.84 1,556 -11.59 0.0295
2022-05-17 2022-03-31 13F XCEL ENERGY COM 98389B100 24,388 -4,745 -16.29 1,760 -10.75 0.0271
2022-02-15 2021-12-31 13F XCEL ENERGY COM 98389B100 29,133 -3,823 -11.60 1,972 -4.27 0.0282
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 32,956 -904 -2.67 2,060 -7.66 0.0313
2021-07-30 2021-06-30 13F XCEL ENERGY COM 98389B100 33,860 -5,058 -13.00 2,231 -13.79 0.0329
2021-05-07 2021-03-31 13F XCEL ENERGY COM 98389B100 38,918 6,532 20.17 2,588 19.87 0.0402
2021-02-12 2020-12-31 13F XCEL ENERGY COM 98389B100 32,386 5,266 19.42 2,159 15.33 0.0357
2020-11-16 2020-09-30 13F XCEL ENERGY COM 98389B100 27,120 766 2.91 1,872 13.66 0.0346
2020-08-12 2020-06-30 13F XCEL ENERGY COM 98389B100 26,354 7 0.03 1,647 3.65 0.0321
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 26,347 2,333 9.72 1,589 4.20 0.0378
2020-05-20 2019-12-31 13F/A-1 XCEL ENERGY COM 98389B100 24,014 -914 -3.67 1,525 -5.75 0.0267
2020-02-14 2019-12-31 13F XCEL ENERGY COM 98389B100 24,014 -914 1,525 13,497.6919
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 24,928 -455 -1.79 1,618 7.15 0.0298
2019-11-14 2019-06-30 13F/A-1 XCEL ENERGY COM 98389B100 25,383 1,314 5.46 1,510 11.60 0.0272
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 25,383 1,314 1,510
2019-05-15 2019-03-31 13F XCEL ENERGY COM 98389B100 24,069 -3,007 -11.11 1,353 1.42 0.0241
2019-02-06 2018-12-31 13F/A-1 XCEL ENERGY COM 98389B100 27,076 -20,924 -43.59 1,334 -41.13 0.0269
2019-01-31 2018-12-31 13F XCEL ENERGY COM 98389B100 27,076 -20,924 1,334
2018-11-15 2018-09-30 13F XCEL ENERGY COM 98389B100 48,000 1,311 2.81 2,266 6.24 0.0370
2018-08-22 2018-06-30 13F/A-1 XCEL ENERGY COM 98389B100 46,689 17,396 59.39 2,133 68.22 0.0362
2018-08-15 2018-06-30 13F XCEL ENERGY COM 98389B100 13,583 -15,710 2,133
2018-05-15 2018-03-31 13F XCEL ENERGY COM 98389B100 29,293 -2,718 -8.49 1,268 -17.66 0.0212
2018-02-13 2017-12-31 13F XCEL ENERGY COM 98389B100 32,011 -2,403 -6.98 1,540 -5.41 0.0253
2017-11-07 2017-09-30 13F XCEL ENERGY COM 98389B100 34,414 -175 -0.51 1,628 2.58 0.0273
2017-08-02 2017-06-30 13F XCEL ENERGY COM 98389B100 34,589 1,642 4.98 1,587 8.40 0.0265
2017-05-02 2017-03-31 13F XCEL ENERGY COM 98389B100 32,947 12,297 59.55 1,464 72.24 0.0245
2016-10-31 2016-09-30 13F XCEL ENERGY COM 98389B100 20,650 -2,164 -9.49 850 -16.83 0.0139
2016-08-08 2016-06-30 13F XCEL ENERGY COM 98389B100 22,814 -933 -3.93 1,022 2.92 0.0166
2016-05-16 2016-03-31 13F XCEL ENERGY COM 98389B100 23,747 -8,715 -26.85 993 -14.84 0.0165
2016-02-10 2015-12-31 13F XCEL ENERGY COM 98389B100 32,462 606 1.90 1,166 3.37 0.0185
2015-11-16 2015-09-30 13F XCEL ENERGY COM 98389B100 31,856 -6,507 -16.96 1,128 -8.66 0.0180
2015-08-11 2015-06-30 13F XCEL ENERGY COM 98389B100 38,363 -1,732 -4.32 1,235 -11.53 0.0169
2015-05-13 2015-03-31 13F XCEL ENERGY COM 98389B100 40,095 1,949 5.11 1,396 1.90 0.0186
2015-02-05 2014-12-31 13F XCEL ENERGY COM 98389B100 38,146 8,790 29.94 1,370 53.59 0.0184
2014-11-13 2014-09-30 13F XCEL ENERGY COM 98389B100 29,356 4,463 17.93 892 11.22 0.0123
2014-08-14 2014-06-30 13F XCEL ENERGY COM 98389B100 24,893 9,250 59.13 802 68.84 0.0111
2014-05-15 2014-03-31 13F XCEL ENERGY COM 98389B100 15,643 6,761 76.12 475 91.53 0.0072
2014-02-03 2013-12-31 13F XCEL ENERGY COM 98389B100 8,882 5,114 135.72 248 138.46 0.0040
2013-11-15 2013-09-30 13F XCEL ENERGY COM 98389B100 3,768 863 29.71 104 26.83 0.0018
2013-08-14 2013-06-30 13F XCEL ENERGY COM 98389B100 2,905 2,905 82 0.0015
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.