Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership412,761 shares
Latest Disclosed Value $ 32,789,734
Panagora Asset Management Inc reports 9,242.71% increase in ownership of XEL / Xcel Energy Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 412,761 shares of Xcel Energy Inc. (MX:XEL) valued at $32,789,734 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,418 shares of Xcel Energy Inc.. This represents a change in shares of 9,242.71% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F XCEL ENERGY COM 98389B100 412,761 408,343 9,242.71 32,790 9,957.98 0.1228
2026-02-13 2025-12-31 13F XCEL ENERGY COM 98389B100 4,418 241 5.77 326 -2.98 0.0012
2025-11-13 2025-09-30 13F XCEL ENERGY COM 98389B100 4,177 -13,202 -75.97 337 -71.60 0.0014
2025-08-13 2025-06-30 13F XCEL ENERGY COM 98389B100 17,379 9,072 109.21 1,184 101.19 0.0053
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 8,307 3,636 77.84 588 86.67 0.0029
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 4,671 -36,561 -88.67 315 -88.30 0.0015
2024-11-13 2024-09-30 13F XCEL ENERGY COM 98389B100 41,232 -38,978 -48.59 2,692 -37.16 0.0129
2024-07-29 2024-06-30 13F XCEL ENERGY COM 98389B100 80,210 -5,903 -6.85 4,284 -7.43 0.0215
2024-05-07 2024-03-31 13F XCEL ENERGY COM 98389B100 86,113 -231,014 -72.85 4,629 -76.43 0.0241
2024-02-08 2023-12-31 13F XCEL ENERGY COM 98389B100 317,127 7,467 2.41 19,633 10.81 0.1098
2023-10-31 2023-09-30 13F XCEL ENERGY COM 98389B100 309,660 232,410 300.85 17,719 268.97 0.1100
2023-08-11 2023-06-30 13F XCEL ENERGY COM 98389B100 77,250 0 0.00 4,803 -7.81 0.0283
2023-05-12 2023-03-31 13F XCEL ENERGY COM 98389B100 77,250 -586,901 -88.37 5,210 -88.81 0.0329
2023-02-13 2022-12-31 13F XCEL ENERGY COM 98389B100 664,151 -320,165 -32.53 46,564 -26.09 0.3054
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 984,316 -34,808 -3.42 62,996 -12.64 0.4369
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 1,019,124 -17,897 -1.73 72,113 -3.65 0.4727
2022-05-12 2022-03-31 13F XCEL ENERGY COM 98389B100 1,037,021 46,170 4.66 74,842 11.57 0.4076
2022-02-10 2021-12-31 13F XCEL ENERGY COM 98389B100 990,851 -17,553 -1.74 67,081 6.44 0.3552
2021-11-10 2021-09-30 13F XCEL ENERGY COM 98389B100 1,008,404 146,251 16.96 63,025 10.96 0.3368
2021-08-11 2021-06-30 13F XCEL ENERGY COM 98389B100 862,153 735,454 580.47 56,799 574.01 0.3043
2021-05-12 2021-03-31 13F XCEL ENERGY COMMON 98389B100 126,699 18,754 17.37 8,427 17.09 0.0473
2021-02-10 2020-12-31 13F XCEL ENERGY COMMON 98389B100 107,945 -660,750 -85.96 7,197 -86.43 0.0426
2020-11-13 2020-09-30 13F XCEL ENERGY COMMON 98389B100 768,695 -178,509 -18.85 53,048 -10.39 0.3323
2020-08-12 2020-06-30 13F XCEL ENERGY COMMON 98389B100 947,204 -55,289 -5.52 59,200 -2.07 0.3773
2020-05-14 2020-03-31 13F XCEL ENERGY COMMON 98389B100 1,002,493 -75,990 -7.05 60,450 -11.72 0.4276
2020-02-12 2019-12-31 13F XCEL ENERGY COMMON 98389B100 1,078,483 -156,173 -12.65 68,473 -14.53 0.3110
2019-11-12 2019-09-30 13F XCEL ENERGY COMMON 98389B100 1,234,656 -19,673 -1.57 80,117 7.37 0.3696
2019-08-09 2019-06-30 13F XCEL ENERGY COMMON 98389B100 1,254,329 -53,323 -4.08 74,620 1.52 0.3337
2019-05-15 2019-03-31 13F XCEL ENERGY COMMON 98389B100 1,307,652 174,122 15.36 73,503 31.61 0.3268
2019-02-14 2018-12-31 13F XCEL ENERGY COMMON 98389B100 1,133,530 -103,112 -8.34 55,849 -4.34 0.2600
2018-11-13 2018-09-30 13F XCEL ENERGY COMMON 98389B100 1,236,642 346,555 38.93 58,382 43.59 0.2197
2018-08-14 2018-06-30 13F XCEL ENERGY COMMON 98389B100 890,087 43,480 5.14 40,659 5.60 0.1612
2018-05-15 2018-03-31 13F XCEL ENERGY COMMON 98389B100 846,607 -278,462 -24.75 38,504 -28.86 0.1519
2018-02-14 2017-12-31 13F XCEL ENERGY COMMON 98389B100 1,125,069 -642,828 -36.36 54,127 -35.30 0.2031
2017-11-14 2017-09-30 13F XCEL ENERGY COMMON 98389B100 1,767,897 622,821 54.39 83,657 59.24 0.3312
2017-08-14 2017-06-30 13F XCEL ENERGY COMMON 98389B100 1,145,076 212,479 22.78 52,536 26.73 0.2114
2017-05-15 2017-03-31 13F XCEL ENERGY COMMON 98389B100 932,597 733,619 368.69 41,454 411.90 0.1726
2017-02-14 2016-12-31 13F XCEL ENERGY COMMON 98389B100 198,978 91,429 85.01 8,098 83.05 0.0371
2016-11-14 2016-09-30 13F XCEL ENERGY COMMON 98389B100 107,549 -5,611 -4.96 4,424 -12.69 0.0211
2016-08-15 2016-06-30 13F XCEL ENERGY COMMON 98389B100 113,160 -41,180 -26.68 5,067 -21.49 0.0252
2016-05-16 2016-03-31 13F XCEL ENERGY COMMON 98389B100 154,340 17,453 12.75 6,454 31.29 0.0320
2016-02-12 2015-12-31 13F XCEL ENERGY COMMON 98389B100 136,887 -13,584 -9.03 4,916 -7.73 0.0242
2015-11-13 2015-09-30 13F XCEL ENERGY COMMON 98389B100 150,471 47,575 46.24 5,328 60.92 0.0281
2015-08-14 2015-06-30 13F XCEL ENERGY COMMON 98389B100 102,896 18,794 22.35 3,311 13.12 0.0166
2015-05-15 2015-03-31 13F XCEL ENERGY COMMON 98389B100 84,102 19,825 30.84 2,927 26.76 0.0149
2015-02-13 2014-12-31 13F XCEL ENERGY COMMON 98389B100 64,277 11,412 21.59 2,309 43.68 0.0118
2014-11-12 2014-09-30 13F XCEL ENERGY COMMON 98389B100 52,865 -10,358 -16.38 1,607 -21.15 0.0078
2014-08-14 2014-06-30 13F XCEL ENERGY COMMON 98389B100 63,223 -17,043 -21.23 2,038 -16.37 0.0099
2014-05-15 2014-03-31 13F XCEL ENERGY COMMON 98389B100 80,266 21,436 36.44 2,437 48.24 0.0115
2014-02-21 2013-12-31 13F XCEL ENERGY COMMON 98389B100 58,830 -5,082 -7.95 1,644 -6.86 0.0076
2013-11-14 2013-09-30 13F XCEL ENERGY COMMON 98389B100 63,912 8,210 14.74 1,765 11.78 0.0087
2013-08-14 2013-06-30 13F XCEL ENERGY COMMON 98389B100 55,702 55,702 1,579 0.0081
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.