Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership1,666,224 shares
Latest Disclosed Value $ 132,364,814
LPL Financial LLC reports 6.43% decrease in ownership of XEL / Xcel Energy Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 1,666,224 shares of Xcel Energy Inc. (MX:XEL) valued at $132,364,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,780,659 shares of Xcel Energy Inc.. This represents a change in shares of -6.43% 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)
2026-05-06 2026-03-31 13F XCEL ENERGY COM 98389B100 1,666,224 -114,435 -6.43 132,365 0.64 0.0352
2026-02-11 2025-12-31 13F XCEL ENERGY COM 98389B100 1,780,659 75,319 4.42 131,519 -4.37 0.0359
2025-11-12 2025-09-30 13F XCEL ENERGY COM 98389B100 1,705,340 54,387 3.29 137,536 22.33 0.0401
2025-08-12 2025-06-30 13F XCEL ENERGY COM 98389B100 1,650,953 109,383 7.10 112,430 3.03 0.0375
2025-05-07 2025-03-31 13F XCEL ENERGY COM 98389B100 1,541,570 156,802 11.32 109,128 16.71 0.0424
2025-02-11 2024-12-31 13F XCEL ENERGY COM 98389B100 1,384,768 99,389 7.73 93,500 11.39 0.0380
2024-11-08 2024-09-30 13F XCEL ENERGY COM 98389B100 1,285,379 13,885 1.09 83,935 23.60 0.0374
2024-08-07 2024-06-30 13F XCEL ENERGY COM 98389B100 1,271,494 350,056 37.99 67,910 37.12 0.0338
2024-05-10 2024-03-31 13F XCEL ENERGY COM 98389B100 921,438 21,876 2.43 49,527 -11.07 0.0266
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 899,562 208,946 30.26 55,692 40.93 0.0337
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 690,616 138,004 24.97 39,517 15.03 0.0277
2023-07-31 2023-06-30 13F XCEL ENERGY COM 98389B100 552,612 19,113 3.58 34,356 -4.51 0.0245
2023-05-10 2023-03-31 13F XCEL ENERGY COM 98389B100 533,499 41,038 8.33 35,979 4.21 0.0280
2023-02-07 2022-12-31 13F XCEL ENERGY COM 98389B100 492,461 29,458 6.36 34,526 16.52 0.0296
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 463,003 66,263 16.70 29,632 5.55 0.0286
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 396,740 20,386 5.42 28,073 3.36 0.0267
2022-05-16 2022-03-31 13F XCEL ENERGY COM 98389B100 376,354 17,142 4.77 27,161 11.69 0.0233
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 359,212 15,166 4.41 24,319 13.10 0.0204
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 344,046 17,414 5.33 21,503 -0.07 0.0202
2021-08-13 2021-06-30 13F XCEL ENERGY COM 98389B100 326,632 9,473 2.99 21,519 2.01 0.0218
2021-05-14 2021-03-31 13F XCEL ENERGY COM 98389B100 317,159 14,828 4.90 21,094 4.65 0.0242
2021-02-12 2020-12-31 13F XCEL ENERGY COM 98389B100 302,331 22,912 8.20 20,156 4.53 0.0261
2020-11-09 2020-09-30 13F XCEL ENERGY COM 98389B100 279,419 10,987 4.09 19,283 14.94 0.0301
2020-08-13 2020-06-30 13F XCEL ENERGY COM 98389B100 268,432 21,571 8.74 16,777 12.70 0.0292
2020-05-14 2020-03-31 13F XCEL ENERGY COM 98389B100 246,861 34,654 16.33 14,886 10.49 0.0321
2020-02-14 2019-12-31 13F XCEL ENERGY COM 98389B100 212,207 16,619 8.50 13,473 6.15 0.0245
2019-11-13 2019-09-30 13F XCEL ENERGY COM 98389B100 195,588 -9,215 -4.50 12,692 4.17 0.0258
2019-08-09 2019-06-30 13F XCEL ENERGY COM 98389B100 204,803 13,650 7.14 12,184 13.39 0.0260
2019-05-08 2019-03-31 13F XCEL ENERGY COM 98389B100 191,153 -9,430 -4.70 10,745 8.72 0.0244
2019-02-07 2018-12-31 13F XCEL ENERGY COM 98389B100 200,583 -1,822 -0.90 9,883 3.42 0.0263
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 202,405 -2,000 -0.98 9,556 2.35 0.0229
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 204,405 4,707 2.36 9,337 2.81 0.0245
2018-05-15 2018-03-31 13F XCEL ENERGY COM 98389B100 199,698 19,840 11.03 9,082 4.96 0.0250
2018-02-14 2017-12-31 13F XCEL ENERGY COM 98389B100 179,858 92,613 106.15 8,653 109.62 0.0263
2017-11-14 2017-09-30 13F XCEL ENERGY COM 98389B100 87,245 -750 -0.85 4,128 2.25 0.0146
2017-08-14 2017-06-30 13F XCEL ENERGY COM 98389B100 87,995 27,556 45.59 4,037 50.41 0.0153
2017-05-15 2017-03-31 13F XCEL ENERGY COM 98389B100 60,439 2,115 3.63 2,684 13.30 0.0183
2017-02-13 2016-12-31 13F XCEL ENERGY COM 98389B100 58,324 39,104 203.45 2,369 211.30 0.0180
2016-11-16 2016-09-30 13F XCEL ENERGY COM 98389B100 19,220 8,522 79.66 761 56.91 0.0072
2016-08-15 2016-06-30 13F XCEL ENERGY COM 98389B100 10,698 -84,451 -88.76 485 -87.55 0.0041
2016-05-16 2016-03-31 13F XCEL ENERGY COM 98389B100 95,149 -9,300 -8.90 3,896 3.45 0.0108
2016-02-12 2015-12-31 13F XCEL ENERGY COM 98389B100 104,449 54,988 111.17 3,766 114.46 0.0104
2015-11-13 2015-09-30 13F XCEL ENERGY COM 98389B100 49,461 -4,394 -8.16 1,756 -0.90 0.0097
2015-08-14 2015-06-30 13F XCEL ENERGY COM 98389B100 53,855 4,065 8.16 1,772 2.07 0.0090
2015-05-14 2015-03-31 13F XCEL ENERGY COM 98389B100 49,790 -4,031 -7.49 1,736 -10.19 0.0089
2015-02-13 2014-12-31 13F XCEL ENERGY COM 98389B100 53,821 -262 -0.48 1,933 17.29 0.0106
2014-11-10 2014-09-30 13F XCEL ENERGY COM 98389B100 54,083 10,404 23.82 1,648 17.05 0.0098
2014-08-05 2014-06-30 13F/A-1 XCEL ENERGY COM 98389B100 43,679 -1,362 -3.02 1,408 3.00 0.0082
2014-08-05 2014-06-30 13F XCEL ENERGY COM 98389B100 43,679 1,693
2014-05-12 2014-03-31 13F XCEL ENERGY COM 98389B100 45,041 -9,935 -18.07 1,367 -11.00 0.0084
2014-02-13 2013-12-31 13F XCEL ENERGY COM 98389B100 54,976 12,859 30.53 1,536 30.06 0.0096
2013-11-04 2013-09-30 13F XCEL ENERGY COM 98389B100 42,117 1,274 3.12 1,181 2.07 0.0079
2013-08-15 2013-06-30 13F XCEL ENERGY COM 98389B100 40,843 40,843 1,157 0.0083
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.