Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionMariner, LLC
Latest Disclosed Ownership18,615 shares
Latest Disclosed Value $ 1,478,653
Mariner, LLC reports 14.60% decrease in ownership of XEL / Xcel Energy Inc.

On May 13, 2026 - Mariner, LLC filed a 13F-HR form disclosing ownership of 18,615 shares of Xcel Energy Inc. (MX:XEL) valued at $1,478,653 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,798 shares of Xcel Energy Inc.. This represents a change in shares of -14.60% 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)
2026-05-13 2026-03-31 13F XCEL ENERGY COM 98389B100 18,615 -3,183 -14.60 1,479 -7.86 0.0014
2026-02-13 2025-12-31 13F XCEL ENERGY COM 98389B100 21,798 -106,481 -83.01 1,605 -84.49 0.0019
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 128,279 -12,462 -8.85 10,346 7.94 0.0134
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 140,741 104 0.07 9,584 -3.73 0.0138
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 140,637 5,395 3.99 9,955 9.02 0.0166
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 135,242 24,024 21.60 9,132 25.77 0.0153
2024-11-13 2024-09-30 13F XCEL ENERGY COM 98389B100 111,218 1,184 1.08 7,261 23.55 0.0129
2024-08-13 2024-06-30 13F XCEL ENERGY COM 98389B100 110,034 15,828 16.80 5,877 16.06 0.0114
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 94,206 -8,580 -8.35 5,064 -20.43 0.0105
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 102,786 23,759 30.06 6,364 40.74 0.0151
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 79,027 1,030 1.32 4,522 -6.75 0.0121
2023-08-11 2023-06-30 13F XCEL ENERGY COM 98389B100 77,997 4,555 6.20 4,848 121,100.00 0.0130
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 73,442 5,921 8.77 5 -99.92 0.0144
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 67,521 8,035 13.51 4,734 24.35 0.0152
2022-11-10 2022-09-30 13F XCEL ENERGY COM 98389B100 59,486 12,529 26.68 3,807 14.57 0.0152
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 46,957 -3,456 -6.86 3,323 -8.68 0.0136
2022-05-13 2022-03-31 13F XCEL ENERGY COM 98389B100 50,413 10,026 24.82 3,639 33.10 0.0137
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 40,387 3,668 9.99 2,734 19.13 0.0116
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 36,719 -399 -1.07 2,295 -6.13 0.0120
2021-08-24 2021-06-30 13F XCEL ENERGY COM 98389B100 37,118 5,558 17.61 2,445 16.48 0.0152
2021-05-07 2021-03-31 13F XCEL ENERGY COM 98389B100 31,560 -4,451 -12.36 2,099 -12.58 0.0146
2021-02-16 2020-12-31 13F XCEL ENERGY COM 98389B100 36,011 4,827 15.48 2,401 11.57 0.0184
2020-11-13 2020-09-30 13F XCEL ENERGY COM 98389B100 31,184 -1,276 -3.93 2,152 6.06 0.0203
2020-08-14 2020-06-30 13F XCEL ENERGY COM 98389B100 32,460 -763 -2.30 2,029 0.64 0.0203
2020-05-14 2020-03-31 13F XCEL ENERGY COM 98389B100 33,223 2,295 7.42 2,016 2.65 0.0252
2020-02-13 2019-12-31 13F XCEL ENERGY COM 98389B100 30,928 834 2.77 1,964 0.56 0.0204
2019-11-13 2019-09-30 13F XCEL ENERGY COM 98389B100 30,094 391 1.32 1,953 10.53 0.0234
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 29,703 57 0.19 1,767 6.06 0.0211
2019-05-15 2019-03-31 13F XCEL ENERGY COM 98389B100 29,646 11,282 61.44 1,666 84.09 0.0237
2019-02-13 2018-12-31 13F XCEL ENERGY COM 98389B100 18,364 1,068 6.17 905 10.91 0.0161
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 17,296 -730 -4.05 816 -0.97 0.0210
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 18,026 6,662 58.62 824 59.38 0.0234
2018-05-15 2018-03-31 13F XCEL ENERGY COM 98389B100 11,364 3,449 43.58 517 35.70 0.0185
2018-02-09 2017-12-31 13F XCEL ENERGY COM 98389B100 7,915 -46 -0.58 381 1.06 0.0147
2017-11-14 2017-09-30 13F XCEL ENERGY COM 98389B100 7,961 -697 -8.05 377 -5.04 0.0170
2017-08-11 2017-06-30 13F XCEL ENERGY COM 98389B100 8,658 529 6.51 397 9.97 0.0187
2017-05-15 2017-03-31 13F XCEL ENERGY COM 98389B100 8,129 981 13.72 361 24.05 0.0157
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 7,148 -1,811 -20.21 291 -21.35 0.0134
2016-11-14 2016-09-30 13F XCEL ENERGY COM 98389B100 8,959 1,759 24.43 370 14.91 0.0179
2016-08-12 2016-06-30 13F XCEL ENERGY COM 98389B100 7,200 850 13.39 322 21.05 0.0174
2016-05-13 2016-03-31 13F XCEL ENERGY COM 98389B100 6,350 6,350 266 0.0158
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.