Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionReaves W H & Co Inc
Latest Disclosed Ownership3,548,909 shares
Latest Disclosed Value $ 281,925,331
Reaves W H & Co Inc reports 0.87% decrease in ownership of XEL / Xcel Energy Inc.

On May 7, 2026 - Reaves W H & Co Inc filed a 13F-HR form disclosing ownership of 3,548,909 shares of Xcel Energy Inc. (MX:XEL) valued at $281,925,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,579,918 shares of Xcel Energy Inc.. This represents a change in shares of -0.87% 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 INC COM COM 98389B100 3,548,909 -31,009 -0.87 281,925 6.62 3.3686
2026-02-10 2025-12-31 13F XCEL ENERGY INC COM COM 98389B100 3,579,918 415,759 13.14 264,413 3.61 4.6250
2025-11-06 2025-09-30 13F XCEL ENERGY INC COM COM 98389B100 3,164,159 647,834 25.75 255,189 48.92 4.5454
2025-08-11 2025-06-30 13F XCEL ENERGY INC COM COM 98389B100 2,516,325 215,766 9.38 171,362 5.22 3.7989
2025-05-09 2025-03-31 13F XCEL ENERGY INC COM COM 98389B100 2,300,559 844,632 58.01 162,857 166,079.59 4.1444
2025-02-06 2024-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,455,927 1,186,427 440.23 98 476.47 2.5914
2024-11-05 2024-09-30 13F XCEL ENERGY INC COM COM 98389B100 269,500 -166,776 -38.23 18 -26.09 0.4815
2024-08-08 2024-06-30 13F XCEL ENERGY INC COM COM 98389B100 436,276 0 0.00 23 0.00 0.7870
2024-05-07 2024-03-31 13F XCEL ENERGY INC COM COM 98389B100 436,276 -1,052,420 -70.69 23 -75.00 0.8314
2024-02-07 2023-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,488,696 206,327 16.09 92 26.03 3.3488
2023-11-07 2023-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,282,369 -87,415 -6.38 73 -14.12 2.9046
2023-08-07 2023-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,369,784 -338,211 -19.80 85 -26.09 3.1375
2023-05-09 2023-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,707,995 -66,345 -3.74 115 -7.26 4.1443
2023-02-09 2022-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,774,340 206,175 13.15 124 -99.88 4.4412
2022-11-08 2022-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,568,165 -26,152 -1.64 100,362 -11.04 3.7769
2022-08-05 2022-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,594,317 -11,614 -0.72 112,814 -2.66 3.8747
2022-05-05 2022-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,605,931 -156,408 -8.88 115,900 -2.86 3.6930
2022-02-09 2021-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,762,339 86,239 5.15 119,310 13.89 3.6450
2021-11-08 2021-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,676,100 100,071 6.35 104,756 0.89 3.3429
2021-08-05 2021-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,576,029 41,952 2.73 103,829 1.76 3.3774
2021-05-06 2021-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,534,077 77,372 5.31 102,032 5.06 3.5485
2021-02-08 2020-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,456,705 56,225 4.01 97,119 0.49 3.4602
2020-11-04 2020-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,400,480 592,590 73.35 96,647 91.40 3.7739
2020-08-06 2020-06-30 13F XCEL ENERGY INC COM COM 98389B100 807,890 759,020 1,553.14 50,494 1,613.40 2.0924
2020-05-07 2020-03-31 13F XCEL ENERGY INC COM COM 98389B100 48,870 29,647 154.23 2,947 141.56 0.1363
2020-02-06 2019-12-31 13F XCEL ENERGY INC COM COM 98389B100 19,223 4,523 30.77 1,220 27.88 0.0382
2019-11-07 2019-09-30 13F XCEL ENERGY INC COM COM 98389B100 14,700 1,131 8.34 954 18.22 0.0293
2019-08-08 2019-06-30 13F XCEL ENERGY INC COM COM 98389B100 13,569 4,522 49.98 807 58.55 0.0258
2019-05-08 2019-03-31 13F XCEL ENERGY INC COM COM 98389B100 9,047 0 0.00 509 14.13 0.0168
2019-02-07 2018-12-31 13F XCEL ENERGY INC COM COM 98389B100 9,047 0 0.00 446 4.45 0.0163
2018-11-08 2018-09-30 13F XCEL ENERGY INC COM COM 98389B100 9,047 0 0.00 427 3.39 0.0140
2018-08-08 2018-06-30 13F XCEL ENERGY INC COM COM 98389B100 9,047 0 0.00 413 0.49 0.0140
2018-05-08 2018-03-31 13F XCEL ENERGY INC COM COM 98389B100 9,047 0 0.00 411 -5.52 0.0145
2018-02-08 2017-12-31 13F XCEL ENERGY INC COM COM 98389B100 9,047 -1,131 -11.11 435 -9.75 0.0137
2017-11-08 2017-09-30 13F XCEL ENERGY INC COM COM 98389B100 10,178 0 0.00 482 3.21 0.0175
2017-08-08 2017-06-30 13F XCEL ENERGY INC COM COM 98389B100 10,178 0 0.00 467 3.32 0.0173
2017-05-09 2017-03-31 13F XCEL ENERGY INC COM COM 98389B100 10,178 0 0.00 452 9.18 0.0165
2017-02-08 2016-12-31 13F XCEL ENERGY INC COM COM 98389B100 10,178 0 0.00 414 -1.19 0.0155
2016-11-09 2016-09-30 13F XCEL ENERGY INC COM COM 98389B100 10,178 -141,533 -93.29 419 -93.83 0.0154
2016-08-09 2016-06-30 13F XCEL ENERGY INC COM COM 98389B100 151,711 -6,914 -4.36 6,793 2.41 0.2367
2016-05-11 2016-03-31 13F XCEL ENERGY INC COM COM 98389B100 158,625 158,625 6,633 0.2372
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.