Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionNational Asset Management, Inc.
Latest Disclosed Ownership4,890 shares
Latest Disclosed Value $ 387,120
National Asset Management, Inc. reports 8.10% decrease in ownership of XEL / Xcel Energy Inc.

On April 24, 2026 - National Asset Management, Inc. filed a 13F-HR form disclosing ownership of 4,890 shares of Xcel Energy Inc. (MX:XEL) valued at $387,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,321 shares of Xcel Energy Inc.. This represents a change in shares of -8.10% 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)
2026-04-24 2026-03-31 13F XCEL ENERGY COM 98389B100 4,890 -431 -8.10 387 -1.53 0.0245
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 5,321 -10 -0.19 393 -8.39 0.0181
2025-10-31 2025-09-30 13F XCEL ENERGY COM 98389B100 5,331 -154 -2.81 430 15.01 0.0199
2025-08-19 2025-06-30 13F XCEL ENERGY COM 98389B100 5,485 -3,364 -38.02 374 -37.52 0.0175
2025-02-25 2024-12-31 13F XCEL ENERGY COM 98389B100 8,849 -520 -5.55 597 -2.77 0.0196
2024-12-13 2024-09-30 13F XCEL ENERGY COM 98389B100 9,369 -620 -6.21 615 14.13 0.0171
2024-12-13 2024-09-30 13F XCEL ENERGY COM 98389B100 9,369 -620 615 0.0171
2024-08-19 2024-06-30 13F XCEL ENERGY COM 98389B100 9,989 80 0.81 539 -5.94 0.0137
2024-05-16 2024-03-31 13F XCEL ENERGY COM 98389B100 9,909 -802 -7.49 572 -14.37 0.0155
2024-03-15 2023-12-31 13F XCEL ENERGY COM 98389B100 10,711 802 8.09 669 16.78 0.0180
2023-12-01 2023-09-30 13F XCEL ENERGY COM 98389B100 9,909 125 1.28 572 -6.69 0.0155
2023-07-27 2023-06-30 13F XCEL ENERGY COM 98389B100 9,784 318 3.36 613 -4.67 0.0138
2023-05-17 2023-03-31 13F XCEL ENERGY COM 98389B100 9,466 -124 -1.29 643 -4.88 0.0171
2023-03-15 2022-12-31 13F/A-1 XCEL ENERGY COM 98389B100 9,590 629 7.02 677 17.77 0.0190
2023-02-21 2022-12-31 13F XCEL ENERGY COM 98389B100 9,590 629 677 0.0170
2022-11-22 2022-09-30 13F/A-1 XCEL ENERGY COM 98389B100 8,961 704 8.53 574 -2.05 0.0173
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 8,961 704 574 0.0083
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 8,257 -102 -1.22 586 -2.98 0.0247
2022-05-02 2022-03-31 13F XCEL ENERGY COM 98389B100 8,359 -6,043 -41.96 604 -38.11 0.0198
2022-01-28 2021-12-31 13F XCEL ENERGY COM 98389B100 14,402 721 5.27 976 14.02 0.0281
2021-11-16 2021-09-30 13F XCEL ENERGY COM 98389B100 13,681 -1,124 -7.59 856 -12.30 0.0272
2021-08-10 2021-06-30 13F XCEL ENERGY COM 98389B100 14,805 7,407 100.12 976 98.37 0.0317
2021-05-13 2021-03-31 13F XCEL ENERGY COM 98389B100 7,398 -3,888 -34.45 492 -34.66 0.0174
2021-02-04 2020-12-31 13F XCEL ENERGY COM 98389B100 11,286 -4,314 -27.65 753 -27.94 0.0403
2020-11-09 2020-09-30 13F XCEL ENERGY COM 98389B100 15,600 4,899 45.78 1,045 55.97 0.0557
2020-07-31 2020-06-30 13F XCEL ENERGY COM 98389B100 10,701 -49 -0.46 670 3.24 0.0448
2020-05-06 2020-03-31 13F XCEL ENERGY COM 98389B100 10,750 218 2.07 649 -2.99 0.0554
2020-02-10 2019-12-31 13F XCEL ENERGY COM 98389B100 10,532 3,770 55.75 669 52.39 0.0569
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 6,762 -28 -0.41 439 8.40 0.0432
2019-08-05 2019-06-30 13F XCEL ENERGY COM 98389B100 6,790 -39 -0.57 405 5.19 0.0444
2019-05-08 2019-03-31 13F XCEL ENERGY COM 98389B100 6,829 42 0.62 385 14.93 0.0481
2019-02-08 2018-12-31 13F XCEL ENERGY COM 98389B100 6,787 95 1.42 335 5.68 0.0477
2018-11-08 2018-09-30 13F XCEL ENERGY COM 98389B100 6,692 397 6.31 317 10.07 0.0377
2018-10-04 2018-06-30 13F XCEL ENERGY COM 98389B100 6,295 404 6.86 288 7.06 0.0381
2018-05-15 2018-03-31 13F XCEL ENERGY COM 98389B100 5,891 -5,655 -48.98 269 -51.62 0.0377
2018-02-15 2017-12-31 13F XCEL ENERGY COM 98389B100 11,546 -777 -6.31 556 -4.96 0.0751
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 12,323 178 1.47 585 4.84 0.0972
2017-08-15 2017-06-30 13F XCEL ENERGY COM 98389B100 12,145 -90 -0.74 558 2.57 0.1012
2017-05-15 2017-03-31 13F XCEL ENERGY COM 98389B100 12,235 -1 -0.01 544 9.02 0.1085
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 12,236 -3,976 -24.53 499 14.98 0.1014
2016-11-14 2016-09-30 13F XCEL ENERGY COM 98389B100 16,212 -522 -3.12 434 -12.32 0.0851
2016-08-15 2016-06-30 13F XCEL ENERGY COM 98389B100 16,734 -1,479 -8.12 495 -5.35 0.0991
2016-05-16 2016-03-31 13F XCEL ENERGY COM 98389B100 18,213 -262 -1.42 523 -21.35 0.1209
2016-02-16 2015-12-31 13F XCEL ENERGY COM 98389B100 18,475 6,723 57.21 665 59.09 0.1347
2015-11-16 2015-09-30 13F XCEL ENERGY COM 98389B100 11,752 -1 -0.01 418 10.29 0.1004
2015-08-17 2015-06-30 13F/A-1 XCEL ENERGY COM 98389B100 11,753 124 1.07 379 -6.42 0.0942
2015-08-14 2015-06-30 13F XCEL ENERGY COM 98389B100 11,753 379
2015-05-14 2015-03-31 13F XCEL ENERGY COM 98389B100 11,629 -6,947 -37.40 405 -86.11 0.0987
2015-02-18 2014-12-31 13F Xcel Energy Lg Cap Val 98389B100 18,576 6,964 59.97 2,915 725.78 0.0623
2014-11-20 2014-09-30 13F/A-1 XCEL ENERGY COM 98389B100 11,612 -14,059 -54.77 353 -5.61 0.0919
2014-11-14 2014-09-30 13F XCEL ENERGY COM 98389B100 11,612 353
2014-08-14 2014-06-30 13F Xcel Energy Conservative Allocation 98389B100 25,671 14,582 131.50 374 10.98 0.0879
2014-05-02 2014-03-31 13F XCEL ENERGY COM 98389B100 11,089 -1,302 -10.51 337 -2.60 0.1019
2014-01-21 2013-12-31 13F XCEL ENERGY COM 98389B100 12,391 8 0.06 346 1.17 0.1105
2013-10-21 2013-09-30 13F XCEL ENERGY COM 98389B100 12,383 -3,478 -21.93 342 -24.00 0.1169
2013-08-22 2013-06-30 13F XCEL ENERGY COM 98389B100 15,861 15,861 450 0.1527
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.