Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionCahill Financial Advisors Inc
Latest Disclosed Ownership7,497 shares
Latest Disclosed Value $ 595,573
Cahill Financial Advisors Inc reports 0.35% decrease in ownership of XEL / Xcel Energy Inc.

On May 12, 2026 - Cahill Financial Advisors Inc filed a 13F-HR form disclosing ownership of 7,497 shares of Xcel Energy Inc. (MX:XEL) valued at $595,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,523 shares of Xcel Energy Inc.. This represents a change in shares of -0.35% 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)
2026-05-12 2026-03-31 13F XCEL ENERGY Stock 98389B100 7,497 -26 -0.35 596 7.21 0.0633
2026-02-17 2025-12-31 13F XCEL ENERGY Stock 98389B100 7,523 0 0.00 556 -8.42 0.0608
2025-11-03 2025-09-30 13F XCEL ENERGY Stock 98389B100 7,523 0 0.00 607 18.36 0.0691
2025-08-07 2025-06-30 13F XCEL ENERGY Stock 98389B100 7,523 -332 -4.23 512 -7.91 0.0636
2025-05-15 2025-03-31 13F XCEL ENERGY Stock 98389B100 7,855 -2,059 -20.77 556 -16.89 0.0756
2025-02-14 2024-12-31 13F XCEL ENERGY Stock 98389B100 9,914 -90 -0.90 669 2.45 0.0907
2024-11-12 2024-09-30 13F XCEL ENERGY Stock 98389B100 10,004 635 6.78 653 30.60 0.0893
2024-08-07 2024-06-30 13F XCEL ENERGY Stock 98389B100 9,369 -1,678 -15.19 500 -15.68 0.0685
2024-05-13 2024-03-31 13F XCEL ENERGY Stock 98389B100 11,047 -277 -2.45 594 -15.41 0.0810
2024-02-14 2023-12-31 13F XCEL ENERGY Stock 98389B100 11,324 -505 -4.27 701 3.70 0.1037
2023-11-14 2023-09-30 13F XCEL ENERGY Stock 98389B100 11,829 1 0.01 677 -8.03 0.1124
2023-08-14 2023-06-30 13F XCEL ENERGY Stock 98389B100 11,828 429 3.76 735 -4.30 0.1190
2023-05-12 2023-03-31 13F XCEL ENERGY Stock 98389B100 11,399 1,053 10.18 769 5.93 0.1364
2023-02-15 2022-12-31 13F XCEL ENERGY Stock 98389B100 10,346 -157 -1.49 725 7.89 0.1394
2022-11-14 2022-09-30 13F XCEL ENERGY Stock 98389B100 10,503 7 0.07 672 -9.56 0.1417
2022-08-08 2022-06-30 13F XCEL ENERGY Stock 98389B100 10,496 11 0.10 743 -1.85 0.1579
2022-05-12 2022-03-31 13F XCEL ENERGY Stock 98389B100 10,485 -357 -3.29 757 3.13 0.1424
2022-02-11 2021-12-31 13F XCEL ENERGY Stock 98389B100 10,842 10 0.09 734 8.42 0.1417
2021-11-16 2021-09-30 13F XCEL ENERGY Stock 98389B100 10,832 9 0.08 677 -5.05 0.1387
2021-08-16 2021-06-30 13F XCEL ENERGY Stock 98389B100 10,823 -181 -1.64 713 -2.60 0.1604
2021-05-17 2021-03-31 13F XCEL ENERGY Stock 98389B100 11,004 9 0.08 732 -0.14 0.1787
2021-02-17 2020-12-31 13F XCEL ENERGY Stock 98389B100 10,995 108 0.99 733 -2.40 0.1849
2020-11-17 2020-09-30 13F XCEL ENERGY COM 98389B100 10,887 0 0.00 751 10.28 0.2704
2020-08-12 2020-06-30 13F Xcel Energy COM 98389B100 10,887 17 0.16 681 3.81 0.2633
2020-05-18 2020-03-31 13F/A-1 Xcel Energy COM 98389B100 10,870 8 0.07 656 -4.93 0.3043
2020-05-15 2020-03-31 13F Wells Fargo COM 98389B100 7,881 -2,981 227 104,514.3765
2020-02-14 2019-12-31 13F Xcel Energy COM 98389B100 10,862 8 0.07 690 -2.13 0.2507
2019-11-14 2019-09-30 13F Xcel Energy COM 98389B100 10,854 8 0.07 705 9.13 0.2741
2019-08-14 2019-06-30 13F Xcel Energy COM 98389B100 10,846 -90 -0.82 646 5.04 0.2560
2019-05-16 2019-03-31 13F Xcel Energy COM 98389B100 10,936 -381 -3.37 615 10.22 0.2561
2019-02-14 2018-12-31 13F XCEL ENERGY COM 98389B100 11,317 323 2.94 558 7.31 0.2792
2018-11-13 2018-09-30 13F XCEL ENERGY COM 98389B100 10,994 24 0.22 520 3.59 0.2294
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 10,970 24 0.22 502 0.80 0.2317
2018-05-15 2018-03-31 13F XCEL ENERGY COM 98389B100 10,946 503 4.82 498 -0.99 0.2379
2018-02-13 2017-12-31 13F XCEL ENERGY COM 98389B100 10,443 21 0.20 503 1.82 0.2526
2017-11-14 2017-09-30 13F XCEL ENERGY COM 98389B100 10,422 -158 -1.49 494 1.65 0.2612
2017-08-14 2017-06-30 13F XCEL ENERGY COM 98389B100 10,580 20 0.19 486 3.40 0.2691
2017-05-15 2017-03-31 13F XCEL ENERGY COM 98389B100 10,560 20 0.19 470 9.56 0.2716
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 10,540 -1,125 -9.64 429 -10.62 0.2613
2016-11-14 2016-09-30 13F XCEL ENERGY COM 98389B100 11,665 -587 -4.79 480 -12.57 0.3121
2016-08-15 2016-06-30 13F XCEL ENERGY COM 98389B100 12,252 -814 -6.23 549 0.37 0.3831
2016-05-17 2016-03-31 13F XCEL ENERGY COM 98389B100 13,066 171 1.33 547 17.89 0.4098
2016-02-16 2015-12-31 13F XCEL ENERGY COM 98389B100 12,895 126 0.99 464 2.43 0.3792
2015-11-16 2015-09-30 13F XCEL ENERGY COM 98389B100 12,769 22 0.17 453 10.22 0.3684
2015-08-17 2015-06-30 13F XCEL ENERGY COM 98389B100 12,747 21 0.17 411 -7.43 0.3076
2015-05-15 2015-03-31 13F XCEL ENERGY COM 98389B100 12,726 18 0.14 444 -2.84 0.3383
2015-02-17 2014-12-31 13F XCEL ENERGY COM 98389B100 12,708 -122 -0.95 457 16.88 0.3529
2014-11-17 2014-09-30 13F XCEL ENERGY COM 98389B100 12,830 21 0.16 391 -5.33 0.3124
2014-08-15 2014-06-30 13F XCEL ENERGY COM 98389B100 12,809 2,454 23.70 413 31.11 0.3235
2014-05-14 2014-03-31 13F XCEL ENERGY COM 98389B100 10,355 -84 -0.80 315 7.88 0.2691
2014-02-18 2013-12-31 13F XCEL ENERGY COM 98389B100 10,439 10,439 292 0.2528
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.