Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionNorthRock Partners, LLC
Latest Disclosed Ownership12,142 shares
Latest Disclosed Value $ 964,633
NorthRock Partners, LLC reports 0.24% decrease in ownership of XEL / Xcel Energy Inc.

On May 15, 2026 - NorthRock Partners, LLC filed a 13F-HR form disclosing ownership of 12,142 shares of Xcel Energy Inc. (MX:XEL) valued at $964,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,171 shares of Xcel Energy Inc.. This represents a change in shares of -0.24% 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)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 12,142 -29 -0.24 965 7.59 0.0156
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 12,171 -7,606 -38.46 896 -43.82 0.0151
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 19,777 907 4.81 1,595 24.12 0.0288
2025-11-14 2025-06-30 13F/A-1 XCEL ENERGY COM 98389B100 18,870 -2,357 -11.10 1,285 -15.13 0.0335
2025-07-25 2025-06-30 13F XCEL ENERGY COM 98389B100 18,870 -2,357 1,285 0.0332
2025-05-08 2025-03-31 13F XCEL ENERGY COM 98389B100 21,227 1,040 5.15 1,515 11.08 0.0508
2025-04-22 2024-12-31 13F/A-1 XCEL ENERGY COM 98389B100 20,187 177 0.88 1,363 3.49 0.0444
2025-02-14 2024-12-31 13F XCEL ENERGY COM 98389B100 20,187 177 1,363 0.0446
2025-04-22 2024-09-30 13F/A-1 XCEL ENERGY COM 98389B100 20,010 -120 -0.60 1,317 22.51 0.0433
2024-10-30 2024-09-30 13F XCEL ENERGY COM 98389B100 14,124 -6,006 922 0.0815
2025-04-22 2024-06-30 13F/A-1 XCEL ENERGY COM 98389B100 20,130 -820 -3.91 1,075 -5.45 0.0404
2024-08-06 2024-06-30 13F XCEL ENERGY COM 98389B100 14,640 -6,310 782 0.0701
2025-04-22 2024-03-31 13F/A-1 XCEL ENERGY COM 98389B100 20,950 -3,817 -15.41 1,138 -26.41 0.0437
2024-05-07 2024-03-31 13F XCEL ENERGY COM 98389B100 14,364 -10,403 772 0.0653
2025-04-22 2023-12-31 13F/A-1 XCEL ENERGY COM 98389B100 24,767 4,844 24.31 1,546 35.65 0.0647
2024-02-08 2023-12-31 13F XCEL ENERGY COM 98389B100 16,040 -3,883 993 0.0927
2023-10-24 2023-09-30 13F XCEL ENERGY COM 98389B100 19,923 4,735 31.18 1,140 20.66 0.1189
2023-08-02 2023-06-30 13F XCEL ENERGY COM 98389B100 15,188 -2,598 -14.61 944 -21.27 0.1034
2023-05-04 2023-03-31 13F XCEL ENERGY COM 98389B100 17,786 -80 -0.45 1,199 -4.23 0.1277
2023-02-01 2022-12-31 13F XCEL ENERGY COM 98389B100 17,866 -43 -0.24 1,253 9.25 0.1426
2022-11-02 2022-09-30 13F XCEL ENERGY COM 98389B100 17,909 -11,846 -39.81 1,146 -45.56 0.1332
2022-08-04 2022-06-30 13F XCEL ENERGY COM 98389B100 29,755 20,271 213.74 2,105 207.75 0.2188
2022-05-05 2022-03-31 13F XCEL ENERGY COM 98389B100 9,484 1,082 12.88 684 20.21 0.0615
2022-02-07 2021-12-31 13F XCEL ENERGY COM 98389B100 8,402 181 2.20 569 10.70 0.0426
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 8,221 3,082 59.97 514 51.62 0.0420
2021-08-12 2021-06-30 13F XCEL ENERGY COM 98389B100 5,139 186 3.76 339 3.04 0.0283
2021-05-11 2021-03-31 13F XCEL ENERGY COM 98389B100 4,953 157 3.27 329 2.81 0.0299
2021-02-08 2020-12-31 13F XCEL ENERGY COM 98389B100 4,796 -1,950 -28.91 320 -31.33 0.0315
2020-11-12 2020-09-30 13F XCEL ENERGY COM 98389B100 6,746 1,290 23.64 466 36.66 0.0517
2020-08-13 2020-06-30 13F/A-1 XCEL ENERGY COM 98389B100 5,456 116 2.17 341 5.90 0.0404
2020-08-11 2020-06-30 13F XCEL ENERGY COM 98389B100 5,455 115 341 40,376.9622
2020-05-13 2020-03-31 13F XCEL ENERGY COM 98389B100 5,340 363 7.29 322 1.90 0.0451
2020-02-12 2019-12-31 13F/A-1 XCEL ENERGY COM 98389B100 4,977 230 4.85 316 1.94 0.0334
2020-02-12 2019-12-31 13F XCEL ENERGY COM 98389B100 11,653 6,906 316 33,380.3757
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 4,747 -230 -4.62 310 3.68 0.0423
2019-08-12 2019-06-30 13F XCEL ENERGY COM 98389B100 4,977 0 0.00 299 6.03 0.0855
2019-05-14 2019-03-31 13F XCEL ENERGY COM 98389B100 4,977 0 0.00 282 14.17 0.0743
2019-02-13 2018-12-31 13F XCEL ENERGY COM 98389B100 4,977 -148 -2.89 247 1.23 0.0736
2018-11-13 2018-09-30 13F XCEL ENERGY COM 98389B100 5,125 -43 -0.83 244 2.52 0.0703
2018-08-13 2018-06-30 13F XCEL ENERGY COM 98389B100 5,168 33 0.64 238 1.71 0.0812
2018-05-15 2018-03-31 13F XCEL ENERGY COM 98389B100 5,135 -95 -1.82 234 -7.87 0.0762
2018-02-12 2017-12-31 13F XCEL ENERGY COM 98389B100 5,230 0 0.00 254 2.01 0.0810
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 5,230 0 0.00 249 2.47 0.0947
2017-08-11 2017-06-30 13F XCEL ENERGY COM 98389B100 5,230 -2 -0.04 243 3.85 0.1017
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 5,232 -1,382 -20.90 234 -13.65 0.1008
2017-02-10 2016-12-31 13F XCEL ENERGY COM 98389B100 6,614 6,614 271 0.0959
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.