Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionBuska Wealth Management, LLC
Latest Disclosed Ownership4,681 shares
Latest Disclosed Value $ 371,894
Buska Wealth Management, LLC reports 0.75% increase in ownership of XEL / Xcel Energy Inc.

On April 13, 2026 - Buska Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,681 shares of Xcel Energy Inc. (MX:XEL) valued at $371,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,646 shares of Xcel Energy Inc.. This represents a change in shares of 0.75% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F XCEL ENERGY COM 98389B100 4,681 35 0.75 372 8.16 0.1494
2026-01-22 2025-12-31 13F XCEL ENERGY COM 98389B100 4,646 -30 -0.64 343 -9.02 0.1268
2025-11-12 2025-09-30 13F XCEL ENERGY COM 98389B100 4,676 35 0.75 377 19.30 0.1132
2025-07-14 2025-06-30 13F XCEL ENERGY COM 98389B100 4,641 562 13.78 316 9.72 0.0864
2025-04-09 2025-03-31 13F XCEL ENERGY COM 98389B100 4,079 33 0.82 289 5.49 0.0905
2025-03-04 2024-12-31 13F XCEL ENERGY COM 98389B100 4,046 -281 -6.49 273 -3.19 0.0874
2025-01-10 2024-09-30 13F/A-1 XCEL ENERGY COM 98389B100 4,327 38 0.89 283 23.14 0.0986
2025-01-08 2024-09-30 13F XCEL ENERGY COM 98389B100 4,046 -281 266 0.0846
2025-01-10 2024-06-30 13F/A-1 XCEL ENERGY COM 98389B100 4,289 -2 -0.05 229 -0.43 0.0913
2024-10-01 2024-06-30 13F XCEL ENERGY COM 98389B100 4,327 38 283 0.0981
2025-01-10 2024-03-31 13F/A-1 XCEL ENERGY COM 98389B100 4,291 4,291 231 0.1011
2024-07-01 2024-03-31 13F XCEL ENERGY COM 98389B100 4,289 4,289 229 0.0907
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.