Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership14,803 shares
Latest Disclosed Value $ 1,175,972
Koshinski Asset Management, Inc. reports 2.05% increase in ownership of XEL / Xcel Energy Inc.

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 14,803 shares of Xcel Energy Inc. (MX:XEL) valued at $1,175,972 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 14,506 shares of Xcel Energy Inc.. This represents a change in shares of 2.05% 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)
2026-04-27 2026-03-31 13F XCEL ENERGY COM 98389B100 14,803 297 2.05 1,176 9.71 0.0733
2026-02-03 2025-12-31 13F XCEL ENERGY COM 98389B100 14,506 1,377 10.49 1,071 1.23 0.0690
2025-11-10 2025-09-30 13F XCEL ENERGY COM 98389B100 13,129 1,379 11.74 1,059 32.25 0.0711
2025-07-29 2025-06-30 13F XCEL ENERGY COM 98389B100 11,750 -26 -0.22 800 -3.96 0.0604
2025-04-25 2025-03-31 13F XCEL ENERGY COM 98389B100 11,776 111 0.95 834 5.84 0.0708
2025-01-16 2024-12-31 13F XCEL ENERGY COM 98389B100 11,665 1 0.01 788 3.42 0.0674
2024-10-10 2024-09-30 13F XCEL ENERGY COM 98389B100 11,664 -2,731 -18.97 762 0.79 0.0659
2024-07-12 2024-06-30 13F XCEL ENERGY COM 98389B100 14,395 -1,537 -9.65 755 -11.80 0.0700
2024-05-08 2024-03-31 13F XCEL ENERGY COM 98389B100 15,932 -1,698 -9.63 856 -21.54 0.0876
2024-01-29 2023-12-31 13F XCEL ENERGY COM 98389B100 17,630 72 0.41 1,091 8.67 0.1657
2023-10-18 2023-09-30 13F XCEL ENERGY COM 98389B100 17,558 -4,269 -19.56 1,005 -25.96 0.1155
2023-07-28 2023-06-30 13F XCEL ENERGY COM 98389B100 21,827 21,827 1,357 0.1454
2023-04-12 2023-03-31 13F XCEL ENERGY COM 98389B100 0 -57,502 -100.00 0 -100.00
2023-01-24 2022-12-31 13F XCEL ENERGY COM 98389B100 57,502 -211 -0.37 4,031 134,266.67 0.3899
2022-10-20 2022-09-30 13F/A-1 XCEL ENERGY COM 98389B100 57,713 3,297 6.06 4 0.00 0.4410
2022-10-18 2022-09-30 13F XCEL ENERGY COM 98389B100 57,713 3,297 0 0.0593
2022-07-12 2022-06-30 13F XCEL ENERGY COM 98389B100 54,416 -4,028 -6.89 4 -99.93 0.3826
2022-04-20 2022-03-31 13F XCEL ENERGY COM 98389B100 58,444 19,019 48.24 4,218 58.00 0.3463
2022-01-14 2021-12-31 13F XCEL ENERGY COM 98389B100 39,425 11,699 42.20 2,669 54.10 0.2155
2021-10-12 2021-09-30 13F XCEL ENERGY COM 98389B100 27,726 11,844 74.57 1,733 65.58 0.1506
2021-07-26 2021-06-30 13F XCEL ENERGY COM 98389B100 15,882 -10,810 -40.50 1,046 -41.07 0.1316
2021-05-06 2021-03-31 13F XCEL ENERGY COM 98389B100 26,692 -26,266 -49.60 1,775 -36.86 0.1881
2021-03-30 2020-12-31 13F/A-2 XCEL ENERGY COM 98389B100 52,958 16,267 44.34 2,811 4.07 0.3561
2021-02-05 2020-12-31 13F/A-1 XCEL ENERGY COM 98389B100 15,689 -37,269 1,765 0.2235
2020-11-16 2020-09-30 13F XCEL ENERGY COM 98389B100 36,691 5,890 19.12 2,701 40.31 0.3629
2020-07-29 2020-06-30 13F XCEL ENERGY COM 98389B100 30,801 1 0.00 1,925 3.66 0.3120
2020-04-30 2020-03-31 13F XCEL ENERGY COM 98389B100 30,800 2 0.01 1,857 -4.72 0.3901
2020-01-29 2019-12-31 13F XCEL ENERGY COM 98389B100 30,798 30,798 1,949 0.3355
2019-10-30 2019-09-30 13F XCEL ENERGY COM 98389B100 0 -30,577 -100.00 0 -100.00
2019-07-18 2019-06-30 13F XCEL ENERGY COM 98389B100 30,577 -217 -0.70 1,819 5.08 0.7399
2019-05-14 2019-03-31 13F XCEL ENERGY COM 98389B100 30,794 2 0.01 1,731 14.11 0.4638
2019-02-08 2018-12-31 13F XCEL ENERGY COM 98389B100 30,792 1 0.00 1,517 4.33 0.3728
2018-11-15 2018-09-30 13F XCEL ENERGY COM 98389B100 30,791 15,002 95.02 1,454 101.66 0.2069
2018-08-13 2018-06-30 13F/A-1 XCEL ENERGY COM 98389B100 15,789 -4,998 -24.04 721 -23.70 0.2201
2018-08-10 2018-06-30 13F XCEL ENERGY COM 98389B100 15,789 -4,998 1,242
2018-04-09 2018-03-31 13F XCEL ENERGY COM 98389B100 20,787 -136 -0.65 945 -6.16 0.2936
2018-01-17 2017-12-31 13F XCEL ENERGY COM 98389B100 20,923 102 0.49 1,007 2.23 0.2521
2018-01-17 2017-09-30 13F/A-1 XCEL ENERGY COM 98389B100 20,821 -38 -0.18 985 2.93 0.3231
2017-10-12 2017-09-30 13F XCEL ENERGY COM 98389B100 20,821 -38 985
2018-01-17 2017-06-30 13F/A-1 XCEL ENERGY COM 98389B100 20,859 78 0.38 957 3.57 0.3490
2017-07-10 2017-06-30 13F XCEL ENERGY COM 98389B100 20,859 78 957
2018-01-17 2017-03-31 13F/A-1 XCEL ENERGY COM 98389B100 20,781 202 0.98 924 10.26 0.3619
2017-04-10 2017-03-31 13F XCEL ENERGY COM 98389B100 20,781 202 924
2018-01-17 2016-12-31 13F/A-1 XCEL ENERGY COM 98389B100 20,579 -348 -1.66 838 -2.67 0.4153
2017-01-24 2016-12-31 13F XCEL ENERGY COM 98389B100 20,579 -348 838
2018-01-17 2016-09-30 13F/A-1 XCEL ENERGY COM 98389B100 20,927 20,927 861 0.4280
2016-10-17 2016-09-30 13F XCEL ENERGY COM 98389B100 20,927 20,927 861
2018-01-17 2016-06-30 13F/A-1 XCEL ENERGY COM 98389B100 0 -20,574 -100.00 0 -100.00
2018-01-17 2016-03-31 13F/A-1 XCEL ENERGY COM 98389B100 20,574 1 0.00 860 16.37 0.5553
2016-04-14 2016-03-31 13F XCEL ENERGY COM 98389B100 20,574 1 860
2018-01-17 2015-12-31 13F/A-1 XCEL ENERGY COM 98389B100 20,573 -412 -1.96 739 9.48 0.5167
2016-01-19 2015-12-31 13F XCEL ENERGY COM 98389B100 20,573 -412 739
2018-01-17 2015-09-30 13F/A-1 XCEL ENERGY COM 98389B100 20,985 20,985 675 0.4306
2015-10-13 2015-09-30 13F XCEL ENERGY COM 98389B100 20,985 675
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.