Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionNomura Asset Management Co Ltd
Latest Disclosed Ownership235,987 shares
Latest Disclosed Value $ 18,746,807
Nomura Asset Management Co Ltd reports 3.32% increase in ownership of XEL / Xcel Energy Inc.

On May 11, 2026 - Nomura Asset Management Co Ltd filed a 13F-HR form disclosing ownership of 235,987 shares of Xcel Energy Inc. (MX:XEL) valued at $18,746,807 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 228,408 shares of Xcel Energy Inc.. This represents a change in shares of 3.32% 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)
2026-05-11 2026-03-31 13F XCEL ENERGY COM 98389B100 235,987 7,579 3.32 18,747 11.12 0.0303
2026-02-10 2025-12-31 13F XCEL ENERGY COM 98389B100 228,408 1,315 0.58 16,870 -7.89 0.0427
2025-11-12 2025-09-30 13F XCEL ENERGY COM 98389B100 227,093 -8,120 -3.45 18,315 14.34 0.0478
2025-08-11 2025-06-30 13F XCEL ENERGY COM 98389B100 235,213 3,377 1.46 16,018 -2.39 0.0439
2025-05-12 2025-03-31 13F XCEL ENERGY COM 98389B100 231,836 19,071 8.96 16,412 14.24 0.0502
2025-02-12 2024-12-31 13F XCEL ENERGY COM 98389B100 212,765 22,811 12.01 14,366 15.82 0.0432
2024-11-15 2024-09-30 13F XCEL ENERGY COM 98389B100 189,954 12,477 7.03 12,404 30.85 0.0382
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 177,477 1,902 1.08 9,479 0.45 0.0323
2024-05-13 2024-03-31 13F XCEL ENERGY COM 98389B100 175,575 -4,312 -2.40 9,437 -15.26 0.0343
2024-02-09 2023-12-31 13F XCEL ENERGY COM 98389B100 179,887 9,312 5.46 11,137 14.10 0.0460
2023-11-03 2023-09-30 13F XCEL ENERGY COM 98389B100 170,575 9,328 5.78 9,760 -2.63 0.0457
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 161,247 -3,573 -2.17 10,025 -9.82 0.0462
2025-01-10 2023-03-31 13F/A-1 XCEL ENERGY COM 98389B100 164,820 -42,431 -20.47 11,115 -23.50 0.0584
2023-05-11 2023-03-31 13F XCEL ENERGY COM 98389B100 164,820 -42,431 11,115 0.0584
2025-01-10 2022-12-31 13F/A-1 XCEL ENERGY COM 98389B100 207,251 -60,446 -22.58 14,530 -15.19 0.0844
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 207,251 -60,446 14,530 0.0844
2025-01-10 2022-09-30 13F/A-3 XCEL ENERGY COM 98389B100 267,697 -11,581 -4.15 17,133 -13.30 0.1091
2022-11-14 2022-09-30 13F/A-2 XCEL ENERGY COM 98389B100 267,697 -11,581 17,133 0.1091
2022-11-10 2022-09-30 13F/A-1 XCEL ENERGY COM 98389B100 267,697 -11,581 17,133 0.1091
2022-11-10 2022-09-30 13F XCEL ENERGY COM 98389B100 267,697 -11,581 17,133 0.0690
2025-01-10 2022-06-30 13F/A-1 XCEL ENERGY COM 98389B100 279,278 6,515 2.39 19,762 0.39 0.1234
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 279,278 6,515 19,762 0.1219
2025-01-10 2022-03-31 13F/A-1 XCEL ENERGY COM 98389B100 272,763 81,603 42.69 19,685 52.11 0.1071
2022-05-13 2022-03-31 13F XCEL ENERGY COM 98389B100 272,763 81,603 19,685 0.1071
2025-01-10 2021-12-31 13F/A-2 XCEL ENERGY COM 98389B100 191,160 -704 -0.37 12,942 7.92 0.0654
2022-02-01 2021-12-31 13F XCEL ENERGY COM 98389B100 191,160 -704 12,942 0.0654
2025-01-10 2021-09-30 13F/A-2 XCEL ENERGY COM 98389B100 191,864 -1,715 -0.89 11,992 -5.97 0.0677
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 191,864 -1,715 11,992 0.0677
2025-01-10 2021-06-30 13F/A-2 XCEL ENERGY COM 98389B100 193,579 107 0.06 12,753 -0.89 0.0738
2021-08-06 2021-06-30 13F XCEL ENERGY COM 98389B100 193,579 107 12,753 0.0738
2025-01-10 2021-03-31 13F/A-2 XCEL ENERGY COM 98389B100 193,472 1,277 0.66 12,868 0.42 0.0820
2021-05-14 2021-03-31 13F XCEL ENERGY COM 98389B100 193,472 1,277 12,868 0.0820
2025-01-10 2020-12-31 13F/A-2 XCEL ENERGY COM 98389B100 192,195 13,515 7.56 12,814 3.91 0.0862
2021-02-12 2020-12-31 13F XCEL ENERGY COM 98389B100 192,195 13,515 12,814 0.0862
2020-11-12 2020-09-30 13F XCEL ENERGY COM 98389B100 178,680 9,072 5.35 12,331 16.32 0.0947
2020-08-13 2020-06-30 13F XCEL ENERGY COM 98389B100 169,608 5,050 3.07 10,601 6.84 0.0897
2020-05-14 2020-03-31 13F XCEL ENERGY COM 98389B100 164,558 7,625 4.86 9,922 -0.41 0.1025
2020-02-13 2019-12-31 13F XCEL ENERGY COM 98389B100 156,933 1,782 1.15 9,963 -1.04 0.0893
2019-11-13 2019-09-30 13F XCEL ENERGY COM 98389B100 155,151 8,129 5.53 10,068 15.12 0.0961
2019-08-13 2019-06-30 13F XCEL ENERGY COM 98389B100 147,022 1,441 0.99 8,746 6.88 0.0864
2019-05-10 2019-03-31 13F/A-1 XCEL ENERGY COM 98389B100 145,581 -89,409 -38.05 8,183 -29.32 0.0804
2019-05-10 2019-03-31 13F XCEL ENERGY COM 98389B100 145,581 -89,409 8,183
2019-02-12 2018-12-31 13F XCEL ENERGY COM 98389B100 234,990 13,147 5.93 11,578 10.55 0.1294
2018-11-07 2018-09-30 13F XCEL ENERGY COM 98389B100 221,843 -3,191 -1.42 10,473 1.88 0.1016
2018-08-03 2018-06-30 13F XCEL ENERGY COM 98389B100 225,034 -133 -0.06 10,280 0.39 0.1067
2018-05-14 2018-03-31 13F XCEL ENERGY COM 98389B100 225,167 4,527 2.05 10,240 -3.53 0.1118
2018-02-14 2017-12-31 13F XCEL ENERGY COM 98389B100 220,640 5,070 2.35 10,615 4.06 0.1228
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 215,570 9,290 4.50 10,201 7.79 0.1317
2017-08-14 2017-06-30 13F XCEL ENERGY COM 98389B100 206,280 2,973 1.46 9,464 4.73 0.1273
2017-06-28 2017-03-31 13F/A-1 XCEL ENERGY COM 98389B100 203,307 3,758 1.88 9,037 11.27 0.1273
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 203,307 9,037
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 199,549 23,100 13.09 8,122 11.89 0.1463
2016-11-10 2016-09-30 13F XCEL ENERGY COM 98389B100 176,449 1,500 0.86 7,259 -7.34 0.1302
2016-08-12 2016-06-30 13F XCEL ENERGY COM 98389B100 174,949 3,100 1.80 7,834 9.00 0.1465
2016-05-13 2016-03-31 13F XCEL ENERGY COM 98389B100 171,849 14,470 9.19 7,187 27.18 0.1369
2016-02-12 2015-12-31 13F XCEL ENERGY COM 98389B100 157,379 5,600 3.69 5,651 5.15 0.1093
2015-11-13 2015-09-30 13F XCEL ENERGY COM 98389B100 151,779 970 0.64 5,374 10.74 0.1077
2015-08-14 2015-06-30 13F XCEL ENERGY COM 98389B100 150,809 -2,700 -1.76 4,853 -9.19 0.0898
2015-05-13 2015-03-31 13F XCEL ENERGY COM 98389B100 153,509 -14,760 -8.77 5,344 -12.13 0.0952
2015-02-13 2014-12-31 13F XCEL ENERGY COM 98389B100 168,269 -7,880 -4.47 6,082 13.58 0.1063
2014-11-14 2014-09-30 13F XCEL ENERGY COM 98389B100 176,149 -9,800 -5.27 5,355 -10.65 0.0947
2014-08-14 2014-06-30 13F XCEL ENERGY COM 98389B100 185,949 -3,200 -1.69 5,993 4.35 0.1108
2014-05-14 2014-03-31 13F XCEL ENERGY COM 98389B100 189,149 17,170 9.98 5,743 19.52 0.1050
2014-02-14 2013-12-31 13F XCEL ENERGY COM 98389B100 171,979 -2,040 -1.17 4,805 0.00 0.0864
2013-11-13 2013-09-30 13F XCEL ENERGY COM 98389B100 174,019 -35,697 -17.02 4,805 -19.15 0.0910
2013-08-13 2013-06-30 13F XCEL ENERGY COM 98389B100 209,716 209,716 5,943 0.1178
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.