Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership1,029,496 shares
Latest Disclosed Value $ 81,783,162
Envestnet Asset Management Inc reports 11.20% decrease in ownership of XEL / Xcel Energy Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 1,029,496 shares of Xcel Energy Inc. (MX:XEL) valued at $81,783,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,159,357 shares of Xcel Energy Inc.. This represents a change in shares of -11.20% 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)
2026-05-04 2026-03-31 13F XCEL ENERGY COM 98389B100 1,029,496 -129,861 -11.20 81,783 -4.49 0.0219
2026-02-10 2025-12-31 13F XCEL ENERGY COM 98389B100 1,159,357 -230,618 -16.59 85,630 -23.61 0.0254
2025-11-05 2025-09-30 13F XCEL ENERGY COM 98389B100 1,389,975 -17,437 -1.24 112,102 16.96 0.0323
2025-08-01 2025-06-30 13F XCEL ENERGY COM 98389B100 1,407,412 53,144 3.92 95,845 -0.03 0.0280
2025-04-29 2025-03-31 13F XCEL ENERGY COM 98389B100 1,354,268 32,635 2.47 95,869 7.43 0.0309
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 1,321,633 23,341 1.80 89,237 5.26 0.0286
2024-11-07 2024-09-30 13F XCEL ENERGY COM 98389B100 1,298,292 27,677 2.18 84,778 24.93 0.0274
2024-08-08 2024-06-30 13F XCEL ENERGY COM 98389B100 1,270,615 465,884 57.89 67,864 56.89 0.0236
2024-05-13 2024-03-31 13F XCEL ENERGY COM 98389B100 804,731 -15,567 -1.90 43,254 -14.83 0.0161
2024-02-13 2023-12-31 13F XCEL ENERGY COM 98389B100 820,298 326,042 65.97 50,785 79.57 0.0210
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 494,256 36,934 8.08 28,281 -0.53 0.0129
2023-08-04 2023-06-30 13F XCEL ENERGY COM 98389B100 457,322 1,006 0.22 28,432 2.34 0.0126
2023-05-11 2023-03-31 13F XCEL ENERGY COM 98389B100 456,316 60,584 15.31 27,782 0.13 0.0133
2023-02-07 2022-12-31 13F XCEL ENERGY COM 98389B100 395,732 20,550 5.48 27,745 15.54 0.0144
2022-11-10 2022-09-30 13F XCEL ENERGY COM 98389B100 375,182 23,111 6.56 24,012 -3.62 0.0137
2022-08-03 2022-06-30 13F XCEL ENERGY COM 98389B100 352,071 -3,280 -0.92 24,913 -2.86 0.0139
2022-05-04 2022-03-31 13F XCEL ENERGY COM 98389B100 355,351 148,092 71.45 25,646 82.78 0.0129
2022-02-04 2021-12-31 13F XCEL ENERGY COM 98389B100 207,259 14,620 7.59 14,031 16.54 0.0069
2021-10-07 2021-09-30 13F XCEL ENERGY COM 98389B100 192,639 16,331 9.26 12,040 3.66 0.0066
2021-08-04 2021-06-30 13F XCEL ENERGY COM 98389B100 176,308 14,512 8.97 11,615 7.94 0.0066
2021-05-04 2021-03-31 13F XCEL ENERGY COM 98389B100 161,796 -314,451 -66.03 10,761 -66.11 0.0070
2021-02-02 2020-12-31 13F XCEL ENERGY COM 98389B100 476,247 65,425 15.93 31,751 11.99 0.0240
2020-10-09 2020-09-30 13F XCEL ENERGY COM 98389B100 410,822 66,684 19.38 28,351 31.81 0.0251
2020-07-08 2020-06-30 13F XCEL ENERGY COM 98389B100 344,138 59,439 20.88 21,509 25.29 0.0210
2020-04-23 2020-03-31 13F XCEL ENERGY COM 98389B100 284,699 15,913 5.92 17,167 0.60 0.0203
2020-02-11 2019-12-31 13F XCEL ENERGY COM 98389B100 268,786 -90,057 -25.10 17,065 -26.71 0.0180
2019-10-17 2019-09-30 13F XCEL ENERGY COM 98389B100 358,843 159,865 80.34 23,285 96.71 0.0255
2019-08-02 2019-06-30 13F XCEL ENERGY COM 98389B100 198,978 19,007 10.56 11,837 17.01 0.0149
2019-05-10 2019-03-31 13F XCEL ENERGY COM 98389B100 179,971 15,591 9.48 10,116 24.90 0.0139
2019-02-12 2018-12-31 13F XCEL ENERGY COM 98389B100 164,380 164,380 8,099 0.0125
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 0 -21,009 -100.00 0 -100.00
2018-08-10 2018-06-30 13F XCEL ENERGY COM 98389B100 21,009 -364 -1.70 958 -1.84 0.0022
2018-05-09 2018-03-31 13F XCEL ENERGY COM 98389B100 21,373 -723 -3.27 976 -8.10 0.0028
2018-02-20 2017-12-31 13F XCEL ENERGY COM 98389B100 22,096 430 1.98 1,062 3.71 0.0024
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 21,666 -1,682 -7.20 1,024 -4.39 0.0025
2017-08-14 2017-06-30 13F XCEL ENERGY COM 98389B100 23,348 1,579 7.25 1,071 10.98 0.0030
2017-05-09 2017-03-31 13F XCEL ENERGY COM 98389B100 21,769 -1,466 -6.31 965 2.01 0.0031
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 23,235 -651 -2.73 946 -3.76 0.0034
2016-11-14 2016-09-30 13F XCEL ENERGY COM 98389B100 23,886 -34,375 -59.00 983 -62.32 0.0038
2016-08-15 2016-06-30 13F XCEL ENERGY COM 98389B100 58,261 -27,448 -32.02 2,609 -27.20 0.0104
2016-05-16 2016-03-31 13F XCEL ENERGY COM 98389B100 85,709 12,460 17.01 3,584 36.27 0.0154
2016-02-16 2015-12-31 13F XCEL ENERGY COM 98389B100 73,249 -11,007 -13.06 2,630 -11.83 0.0119
2015-11-13 2015-09-30 13F XCEL ENERGY COM 98389B100 84,256 -5,174 -5.79 2,983 3.65 0.0148
2015-08-13 2015-06-30 13F XCEL ENERGY COM 98389B100 89,430 -10,446 -10.46 2,878 -17.23 0.0137
2015-05-15 2015-03-31 13F XCEL ENERGY COM 98389B100 99,876 86,900 669.70 3,477 646.14 0.0180
2015-02-12 2014-12-31 13F Xcel Energy COM 98389B100 12,976 -11,093 -46.09 466 -36.34 0.0047
2014-11-13 2014-09-30 13F Xcel Energy COM 98389B100 24,069 -1,260 -4.97 732 -10.29 0.0074
2014-08-14 2014-06-30 13F * XCEL ENERGY COM 98389B100 25,329 -2,395 -8.64 816 -3.09 0.0085
2014-05-12 2014-03-31 13F Xcel Energy COM 98389B100 27,724 25,598 1,204.05 842 1,327.12 0.0093
2014-02-12 2013-12-31 13F Xcel Energy COM 98389B100 2,126 77 3.76 59 3.51 0.0007
2013-11-12 2013-09-30 13F Xcel Energy COM 98389B100 2,049 -612 -23.00 57 -24.00 0.0007
2013-08-09 2013-06-30 13F Xcel Energy COM 98389B100 2,661 2,661 75 0.0010
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.