Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership631 shares
Latest Disclosed Value $ 50,264
Prestige Wealth Management Group LLC ownership in XEL / Xcel Energy Inc.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 631 shares of Xcel Energy Inc. (MX:XEL) valued at $50,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 631 shares of Xcel Energy Inc.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F XCEL ENERGY COM 98389B100 631 0 0.00 50 8.70 0.0097
2026-02-11 2025-12-31 13F XCEL ENERGY COM 98389B100 631 0 0.00 47 -9.80 0.0090
2026-02-20 2025-09-30 13F/A-1 XCEL ENERGY COM 98389B100 631 0 0.00 51 18.60 0.0099
2025-11-10 2025-09-30 13F XCEL ENERGY COM 98389B100 631 0 51 0.0099
2026-02-20 2025-06-30 13F/A-1 XCEL ENERGY COM 98389B100 631 0 0.00 43 -4.44 0.0088
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 631 0 43 0.0088
2026-02-20 2025-03-31 13F/A-1 XCEL ENERGY COM 98389B100 631 0 0.00 45 7.14 0.0096
2025-05-12 2025-03-31 13F XCEL ENERGY COM 98389B100 631 0 45 0.0096
2026-02-20 2024-12-31 13F/A-1 XCEL ENERGY COM 98389B100 631 0 0.00 43 2.44 0.0089
2025-02-12 2024-12-31 13F XCEL ENERGY COM 98389B100 631 0 43 0.0089
2026-02-20 2024-09-30 13F/A-1 XCEL ENERGY COM 98389B100 631 -8 -1.25 42 20.59 0.0086
2024-11-15 2024-09-30 13F XCEL ENERGY COM 98389B100 631 -8 42 0.0086
2026-02-20 2024-06-30 13F/A-1 XCEL ENERGY COM 98389B100 639 -275 -30.09 35 -30.61 0.0075
2024-08-06 2024-06-30 13F XCEL ENERGY COM 98389B100 639 -275 35 0.0075
2024-04-26 2024-03-31 13F XCEL ENERGY COM 98389B100 914 -218 -19.26 50 -30.00 0.0107
2024-04-26 2023-12-31 13F/A-1 XCEL ENERGY COM 98389B100 1,132 -48 -4.07 71 2.94 0.0160
2024-02-08 2023-12-31 13F XCEL ENERGY COM 98389B100 1,132 -48 71 0.0132
2024-04-26 2023-09-30 13F/A-1 XCEL ENERGY COM 98389B100 1,180 158 15.46 68 6.25 0.0168
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 1,180 158 68 0.0168
2024-04-26 2023-06-30 13F/A-1 XCEL ENERGY COM 98389B100 1,022 -2,274 -68.99 64 -71.30 0.0152
2023-08-11 2023-06-30 13F XCEL ENERGY COM 98389B100 1,022 -2,274 64 0.0152
2024-04-26 2023-03-31 13F/A-1 XCEL ENERGY COM 98389B100 3,296 298 9.94 224 5.69 0.0563
2023-05-16 2023-03-31 13F XCEL ENERGY COM 98389B100 3,296 298 224 0.0551
2023-02-08 2022-12-31 13F XCEL ENERGY COM 98389B100 2,998 197 7.03 212 16.57 0.0552
2022-11-01 2022-09-30 13F XCEL ENERGY COM 98389B100 2,801 -18 -0.64 181 -9.95 0.0509
2022-08-10 2022-06-30 13F XCEL ENERGY COM 98389B100 2,819 461 19.55 201 18.24 0.0545
2022-05-05 2022-03-31 13F XCEL ENERGY COM 98389B100 2,358 76 3.33 170 9.68 0.0418
2022-02-15 2021-12-31 13F XCEL ENERGY COM 98389B100 2,282 129 5.99 155 15.67 0.0370
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 2,153 336 18.49 134 11.67 0.0343
2021-08-12 2021-06-30 13F XCEL ENERGY COM 98389B100 1,817 89 5.15 120 4.35 0.0319
2021-05-13 2021-03-31 13F XCEL ENERGY COM 98389B100 1,728 3 0.17 115 0.00 0.0314
2021-02-17 2020-12-31 13F XCEL ENERGY COM 98389B100 1,725 -489 -22.09 115 -24.84 0.0315
2020-10-26 2020-09-30 13F XCEL ENERGY COM 98389B100 2,214 250 12.73 153 25.41 0.0462
2020-08-13 2020-06-30 13F XCEL ENERGY COM 98389B100 1,964 919 87.94 122 93.65 0.0430
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 1,045 580 124.73 63 110.00 0.0266
2020-01-28 2019-12-31 13F XCEL ENERGY COM 98389B100 465 -80 -14.68 30 -14.29 0.0164
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 545 86 18.74 35 29.63 0.0205
2019-08-16 2019-06-30 13F XCEL ENERGY COM 98389B100 459 0 0.00 27 3.85 0.0163
2019-08-16 2019-03-31 13F XCEL ENERGY COM 98389B100 459 -180 -28.17 26 -18.75 0.0160
2019-04-16 2018-12-31 13F Xcel Energy COM 98389B100 639 639 32 0.0236
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.