Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionAltshuler Shaham Ltd
Latest Disclosed Ownership12,337 shares
Latest Disclosed Value $ 980,051
Altshuler Shaham Ltd reports 13.73% increase in ownership of XEL / Xcel Energy Inc.

On May 18, 2026 - Altshuler Shaham Ltd filed a 13F-HR form disclosing ownership of 12,337 shares of Xcel Energy Inc. (MX:XEL) valued at $980,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,848 shares of Xcel Energy Inc.. This represents a change in shares of 13.73% 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)
2026-05-18 2026-03-31 13F XCEL ENERGY COM 98389B100 12,337 1,489 13.73 980 22.35 0.0080
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 10,848 847 8.47 801 -0.62 0.0122
2025-11-13 2025-09-30 13F XCEL ENERGY COM 98389B100 10,001 2,710 37.17 807 62.50 0.0133
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 7,291 2,184 42.76 497 37.40 0.0158
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 5,107 3,556 229.27 362 247.12 0.0088
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 1,551 1,551 105 0.0036
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 0 -4,296 -100.00 0 -100.00
2024-02-07 2023-12-31 13F XCEL ENERGY COM 98389B100 4,296 -1,075 -20.01 266 -13.68 0.0147
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 5,371 630 13.29 307 4.42 0.0083
2023-07-24 2023-06-30 13F XCEL ENERGY COM 98389B100 4,741 -1,723 -26.66 295 -32.41 0.0052
2023-05-09 2023-03-31 13F XCEL ENERGY COM 98389B100 6,464 -541 -7.72 436 -11.41 0.0095
2023-05-09 2022-12-31 13F/A-1 XCEL ENERGY COM 98389B100 7,005 6,326 931.66 491 991.11 0.0196
2023-02-15 2022-12-31 13F XCEL ENERGY COM 98389B100 7,005 6,326 491 0.0196
2022-11-14 2022-09-30 13F Xcel Energy COM 98389B100 679 -148 -17.90 45 -23.73 0.0011
2022-08-10 2022-06-30 13F Xcel Energy COM 98389B100 827 7 0.85 59 0.00 0.0009
2022-05-16 2022-03-31 13F Xcel Energy COM 98389B100 820 820 59 0.0005
2022-02-15 2021-12-31 13F Xcel Energy COM 98389B100 0 -925 -100.00 0 -100.00
2021-11-15 2021-09-30 13F Xcel Energy COM 98389B100 925 -56 -5.71 58 -10.77 0.0004
2021-08-16 2021-06-30 13F Xcel Energy COM 98389B100 981 981 65 0.0005
2020-08-13 2020-06-30 13F Xcel Energy COM 98389B100 0 -2,360 -100.00 0 -100.00
2020-05-12 2020-03-31 13F Xcel Energy COM 98389B100 2,360 -1,536 -39.43 143 -42.11 0.0067
2020-02-11 2019-12-31 13F Xcel Energy COM 98389B100 3,896 702 21.98 247 17.62 0.0070
2019-11-12 2019-09-30 13F Xcel Energy COM 98389B100 3,194 1,623 103.31 210 125.81 0.0081
2019-08-06 2019-06-30 13F Xcel Energy COM 98389B100 1,571 798 103.23 93 111.36 0.0039
2019-05-15 2019-03-31 13F Xcel Energy COM 98389B100 773 250 47.80 44 69.23 0.0020
2019-02-11 2018-12-31 13F Xcel Energy COM 98389B100 523 523 -32.34 26 -40.91 0.0011
2018-11-13 2018-09-30 13F Xcel Energy COM 98389B100 0 -636 -100.00 0 -100.00
2018-08-13 2018-06-30 13F Xcel Energy COM 98389B100 636 347 120.07 29 123.08 0.0024
2018-05-15 2018-03-31 13F Xcel Energy COM 98389B100 289 -86 -22.93 13 -27.78 0.0017
2018-05-14 2017-12-31 13F Xcel Energy COM 98389B100 375 375 18 0.0026
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.