Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership16,823 shares
Latest Disclosed Value $ 1,242,541
Global Retirement Partners, LLC reports 109.87% increase in ownership of XEL / Xcel Energy Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 16,823 shares of Xcel Energy Inc. (MX:XEL) valued at $1,242,541 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 8,016 shares of Xcel Energy Inc.. This represents a change in shares of 109.87% 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)
2026-02-06 2025-12-31 13F XCEL ENERGY COM 98389B100 16,823 8,807 109.87 1,243 92.26 0.0220
2025-10-21 2025-09-30 13F XCEL ENERGY COM 98389B100 8,016 1,433 21.77 647 44.20 0.0145
2025-08-12 2025-06-30 13F XCEL ENERGY COM 98389B100 6,583 2,640 66.95 448 68.42 0.0111
2025-01-31 2024-12-31 13F XCEL ENERGY COM 98389B100 3,943 283 7.73 266 11.76 0.0076
2024-10-16 2024-09-30 13F XCEL ENERGY COM 98389B100 3,660 -2,007 -35.42 239 -21.19 0.0072
2024-07-23 2024-06-30 13F XCEL ENERGY COM 98389B100 5,667 1,377 32.10 303 31.30 0.0095
2024-04-23 2024-03-31 13F XCEL ENERGY COM 98389B100 4,290 510 13.49 231 0.00 0.0086
2024-01-18 2023-12-31 13F XCEL ENERGY COM 98389B100 3,780 -6,707 -63.96 230 -61.21 0.0096
2023-10-13 2023-09-30 13F XCEL ENERGY COM 98389B100 10,487 -2,490 -19.19 594 -26.43 0.0299
2023-07-20 2023-06-30 13F XCEL ENERGY COM 98389B100 12,977 198 1.55 807 -7.89 0.0394
2023-05-08 2023-03-31 13F XCEL ENERGY COM 98389B100 12,779 -414 -3.14 875 -5.30 0.0465
2023-02-13 2022-12-31 13F XCEL ENERGY COM 98389B100 13,193 1,154 9.59 925 17.86 0.0635
2022-11-03 2022-09-30 13F XCEL ENERGY COM 98389B100 12,039 106 0.89 784 -7.11 0.0593
2022-07-15 2022-06-30 13F XCEL ENERGY COM 98389B100 11,933 -26 -0.22 844 -7.46 0.0678
2022-07-14 2022-03-31 13F XCEL ENERGY COM 98389B100 11,959 11,959 912 0.0717
2022-01-21 2021-12-31 13F XCEL ENERGY COM 98389B100 0 -627 -100.00 0 -100.00
2021-10-22 2021-09-30 13F XCEL ENERGY COM 98389B100 627 -40 -6.00 39 -11.36 0.0039
2021-07-15 2021-06-30 13F XCEL ENERGY COM 98389B100 667 334 100.30 44 100.00 0.0045
2021-04-14 2021-03-31 13F XCEL ENERGY COM 98389B100 333 -3,448 -91.19 22 -91.27 0.0026
2021-01-13 2020-12-31 13F XCEL ENERGY COM 98389B100 3,781 142 3.90 252 0.40 0.0316
2020-10-09 2020-09-30 13F XCEL ENERGY COM 98389B100 3,639 -22 -0.60 251 9.61 0.0367
2020-07-13 2020-06-30 13F XCEL ENERGY COM 98389B100 3,661 -910 -19.91 229 -17.03 0.0365
2020-04-28 2020-03-31 13F XCEL ENERGY COM 98389B100 4,571 -1,777 -27.99 276 -31.51 0.0522
2020-01-23 2019-12-31 13F XCEL ENERGY COM 98389B100 6,348 -8,666 -57.72 403 -58.62 0.0617
2019-11-19 2019-09-30 13F XCEL ENERGY COM 98389B100 15,014 8,421 127.73 974 148.47 0.1601
2019-11-19 2019-06-30 13F XCEL ENERGY COM 98389B100 6,593 170 2.65 392 8.59 0.0751
2019-05-07 2019-03-31 13F XCEL ENERGY COM 98389B100 6,423 -531 -7.64 361 5.25 0.0873
2019-02-22 2018-12-31 13F XCEL ENERGY COM 98389B100 6,954 6,586 1,789.67 343 1,917.65 0.0877
2018-10-17 2018-09-30 13F XCEL ENERGY COM 98389B100 368 144 64.29 17 70.00 0.0038
2018-08-13 2018-06-30 13F XCEL ENERGY COM 98389B100 224 -532 -70.37 10 -70.59 0.0025
2018-08-10 2018-03-31 13F XCEL ENERGY COM 98389B100 756 554 274.26 34 240.00 0.0094
2018-08-13 2017-12-31 13F XCEL ENERGY COM 98389B100 202 106 110.42 10 100.00 0.0027
2018-08-10 2017-09-30 13F XCEL ENERGY COM 98389B100 96 0 0.00 5 25.00 0.0021
2018-08-10 2017-06-30 13F XCEL ENERGY COM 98389B100 96 -44 -31.43 4 -33.33 0.0019
2018-08-10 2017-03-31 13F XCEL ENERGY COM 98389B100 140 0 0.00 6 0.00 0.0034
2018-08-10 2016-12-31 13F XCEL ENERGY COM 98389B100 140 140 6 0.0040
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.