Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership210,603 shares
Latest Disclosed Value $ 16,730,265
Pnc Financial Services Group, Inc. reports 3.98% decrease in ownership of XEL / Xcel Energy Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 210,603 shares of Xcel Energy Inc. (MX:XEL) valued at $16,730,265 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 219,329 shares of Xcel Energy Inc.. This represents a change in shares of -3.98% 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)
2026-05-08 2026-03-31 13F XCEL ENERGY COM 98389B100 210,603 -8,726 -3.98 16,730 3.28 0.0097
2026-02-06 2025-12-31 13F XCEL ENERGY COM 98389B100 219,329 -6,081 -2.70 16,200 -10.89 0.0088
2025-11-07 2025-09-30 13F XCEL ENERGY COM 98389B100 225,410 3,004 1.35 18,179 20.03 0.0110
2025-08-08 2025-06-30 13F XCEL ENERGY COM 98389B100 222,406 -7,297 -3.18 15,146 -6.86 0.0098
2025-05-09 2025-03-31 13F XCEL ENERGY COM 98389B100 229,703 4,770 2.12 16,261 7.07 0.0085
2025-02-07 2024-12-31 13F XCEL ENERGY COM 98389B100 224,933 1,598 0.72 15,188 4.14 0.0102
2024-11-08 2024-09-30 13F XCEL ENERGY COM 98389B100 223,335 -4,765 -2.09 14,584 19.71 0.0093
2024-08-09 2024-06-30 13F XCEL ENERGY COM 98389B100 228,100 1,363 0.60 12,183 -0.04 0.0081
2024-05-10 2024-03-31 13F XCEL ENERGY COM 98389B100 226,737 -25,538 -10.12 12,187 -21.97 0.0085
2024-03-22 2023-12-31 13F/A-1 XCEL ENERGY COM 98389B100 252,275 -10,442 -3.97 15,618 3.90 0.0123
2024-02-09 2023-12-31 13F XCEL ENERGY COM 98389B100 252,275 -10,442 15,618 0.0123
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 262,717 -4,646 -1.74 15,033 -9.56 0.0129
2023-08-11 2023-06-30 13F XCEL ENERGY COM 98389B100 267,363 -7,746 -2.82 16,622 -10.41 0.0142
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 275,109 -29,244 -9.61 18,553 -13.05 0.0163
2023-02-10 2022-12-31 13F XCEL ENERGY COM 98389B100 304,353 -1,011 -0.33 21,338 9.19 0.0205
2022-11-10 2022-09-30 13F XCEL ENERGY COM 98389B100 305,364 -2,540 -0.82 19,542 -10.31 0.0204
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 307,904 -11,183 -3.50 21,788 -5.39 0.0214
2022-05-12 2022-03-31 13F XCEL ENERGY COM 98389B100 319,087 33,688 11.80 23,030 19.20 0.0202
2022-02-11 2021-12-31 13F XCEL ENERG Common Stock 98389B100 285,399 1,441 0.51 19,321 8.86 0.0160
2021-11-05 2021-09-30 13F XCEL ENERG Common Stock 98389B100 283,958 -5,011 -1.73 17,748 -6.78 0.0164
2021-08-06 2021-06-30 13F XCEL ENERG Common Stock 98389B100 288,969 -1,069 -0.37 19,038 -1.32 0.0173
2021-05-07 2021-03-31 13F XCEL ENERG Common Stock 98389B100 290,038 -17,026 -5.54 19,292 -5.75 0.0187
2021-02-12 2020-12-31 13F XCEL ENERG Common Stock 98389B100 307,064 -381,954 -55.43 20,470 -56.95 0.0207
2020-11-06 2020-09-30 13F XCEL ENERG Common Stock 98389B100 689,018 -45,922 -6.25 47,548 3.51 0.0586
2020-08-28 2020-06-30 13F/A-1 XCEL ENERG Common Stock 98389B100 734,940 -113,403 -13.37 45,934 -10.21 0.0611
2020-08-07 2020-06-30 13F XCEL ENERG Common Stock 98389B100 734,940 -113,403 45,934 9,537.6624
2020-05-08 2020-03-31 13F XCEL ENERG Common Stock 98389B100 848,343 -88,262 -9.42 51,155 -13.97 0.0644
2020-02-07 2019-12-31 13F XCEL ENERG Common Stock 98389B100 936,605 82,723 9.69 59,464 7.32 0.0585
2019-11-08 2019-09-30 13F XCEL ENERG Common Stock 98389B100 853,882 -38,531 -4.32 55,407 4.37 0.0553
2019-08-09 2019-06-30 13F XCEL ENERG Common Stock 98389B100 892,413 -23,907 -2.61 53,088 3.07 0.0520
2019-05-10 2019-03-31 13F XCEL ENERG Common Stock 98389B100 916,320 -40,092 -4.19 51,506 9.30 0.0516
2019-02-08 2018-12-31 13F XCEL ENERG Common Stock 98389B100 956,412 49,186 5.42 47,125 10.03 0.0525
2018-11-09 2018-09-30 13F XCEL ENERG Common Stock 98389B100 907,226 -3,166 -0.35 42,829 2.99 0.0407
2018-08-10 2018-06-30 13F XCEL ENERG Common Stock 98389B100 910,392 15,046 1.68 41,586 2.13 0.0410
2018-05-11 2018-03-31 13F XCEL ENERG Common Stock 98389B100 895,346 -37,474 -4.02 40,720 -9.27 0.0401
2018-02-09 2017-12-31 13F XCEL ENERG Common Stock 98389B100 932,820 -7,131 -0.76 44,878 0.90 0.0436
2017-11-13 2017-09-30 13F XCEL ENERG Common Stock 98389B100 939,951 -35,239 -3.61 44,479 -0.59 0.0462
2017-08-11 2017-06-30 13F XCEL ENERG 98389B100 975,190 -8,735 -0.89 44,742 2.30 0.0481
2017-05-12 2017-03-31 13F XCEL ENERG Common Stock 98389B100 983,925 -8,317 -0.84 43,737 8.30 0.0484
2017-02-10 2016-12-31 13F XCEL ENERG Common Stock 98389B100 992,242 -32,530 -3.17 40,385 -4.21 0.0460
2016-11-04 2016-09-30 13F XCEL ENERG Common Stock 98389B100 1,024,772 -158,585 -13.40 42,159 -20.44 0.0491
2016-08-05 2016-06-30 13F XCEL ENERG Common Stock 98389B100 1,183,357 -137,484 -10.41 52,988 -4.07 0.0621
2016-05-06 2016-03-31 13F XCEL ENERG Common Stock 98389B100 1,320,841 49,152 3.87 55,237 20.96 0.0645
2016-02-05 2015-12-31 13F XCEL ENERG Common Stock 98389B100 1,271,689 -109,010 -7.90 45,664 -6.59 0.0538
2015-11-06 2015-09-30 13F XCEL ENERG Common Stock 98389B100 1,380,699 25,199 1.86 48,888 12.08 0.0584
2015-08-05 2015-06-30 13F XCEL ENERG Common Stock 98389B100 1,355,500 10,060 0.75 43,620 -6.87 0.0488
2015-05-08 2015-03-31 13F XCEL ENERG Common Stock 98389B100 1,345,440 984,932 273.21 46,836 261.70 0.0514
2015-02-06 2014-12-31 13F/A-1 XCEL ENERG Common Stock 98389B100 360,508 7,448 2.11 12,949 20.64 0.0142
2015-02-06 2014-12-31 13F XCEL ENERG Common Stock 98389B100 360,508 12,949
2014-11-07 2014-09-30 13F XCEL ENERGY COM 98389B100 353,060 4,659 1.34 10,734 -4.40 0.0126
2014-08-08 2014-06-30 13F XCEL ENERGY COM 98389B100 348,401 14,805 4.44 11,228 10.86 0.0143
2014-05-09 2014-03-31 13F XCEL ENERGY COM 98389B100 333,596 16,410 5.17 10,128 14.30 0.0133
2014-02-07 2013-12-31 13F XCEL ENERGY COM 98389B100 317,186 -10,529 -3.21 8,861 -2.08 0.0118
2013-11-01 2013-09-30 13F XCEL ENERGY COM 98389B100 327,715 -2,855 -0.86 9,049 -3.43 0.0132
2013-08-02 2013-06-30 13F XCEL ENERGY COM 98389B100 330,570 330,570 9,370 0.0137
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.