Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionDakota Wealth Management
Latest Disclosed Ownership19,994 shares
Latest Disclosed Value $ 1,588,292
Dakota Wealth Management reports 6.24% increase in ownership of XEL / Xcel Energy Inc.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 19,994 shares of Xcel Energy Inc. (MX:XEL) valued at $1,588,292 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 18,819 shares of Xcel Energy Inc.. This represents a change in shares of 6.24% 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)
2026-05-07 2026-03-31 13F XCEL ENERGY COM 98389B100 19,994 1,175 6.24 1,588 14.33 0.0344
2026-01-13 2025-12-31 13F XCEL ENERGY COM 98389B100 18,819 -1,174 -5.87 1,390 -13.83 0.0247
2025-11-10 2025-09-30 13F XCEL ENERGY COM 98389B100 19,993 -2,087 -9.45 1,612 7.25 0.0325
2025-07-16 2025-06-30 13F XCEL ENERGY COM 98389B100 22,080 975 4.62 1,504 0.60 0.0317
2025-05-02 2025-03-31 13F XCEL ENERGY COM 98389B100 21,105 -2,025 -8.75 1,494 -4.29 0.0349
2025-01-17 2024-12-31 13F XCEL ENERGY COM 98389B100 23,130 151 0.66 1,562 4.07 0.0359
2024-10-23 2024-09-30 13F XCEL ENERGY COM 98389B100 22,979 205 0.90 1,500 23.36 0.0339
2024-07-22 2024-06-30 13F XCEL ENERGY COM 98389B100 22,774 -90 -0.39 1,216 -0.98 0.0286
2024-04-24 2024-03-31 13F XCEL ENERGY COM 98389B100 22,864 3,148 15.97 1,229 0.57 0.0305
2024-01-30 2023-12-31 13F XCEL ENERGY COM 98389B100 19,716 -2,255 -10.26 1,221 -2.86 0.0474
2023-10-24 2023-09-30 13F XCEL ENERGY COM 98389B100 21,971 734 3.46 1,257 -4.77 0.0555
2023-07-31 2023-06-30 13F XCEL ENERGY COM 98389B100 21,237 21,237 1,320 0.0621
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.