Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionReinhart Partners, Inc.
Latest Disclosed Ownership79,117 shares
Latest Disclosed Value $ 6,285,104
Reinhart Partners, Inc. reports 7.07% decrease in ownership of XEL / Xcel Energy Inc.

On April 13, 2026 - Reinhart Partners, Inc. filed a 13F-HR form disclosing ownership of 79,117 shares of Xcel Energy Inc. (MX:XEL) valued at $6,285,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 85,136 shares of Xcel Energy Inc.. This represents a change in shares of -7.07% 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)
2026-04-13 2026-03-31 13F XCEL ENERGY COM 98389B100 79,117 -6,019 -7.07 6,285 -0.05 0.1807
2026-02-10 2025-12-31 13F XCEL ENERGY COM 98389B100 85,136 -32,710 -27.76 6,288 -33.84 0.1883
2025-10-28 2025-09-30 13F XCEL ENERGY COM 98389B100 117,846 -6,231 -5.02 9,504 12.49 0.3090
2025-07-09 2025-06-30 13F XCEL ENERGY COM 98389B100 124,077 -10,954 -8.11 8,450 -11.60 0.2886
2025-04-11 2025-03-31 13F XCEL ENERGY COM 98389B100 135,031 -11,280 -7.71 9,559 -3.24 0.3485
2025-01-13 2024-12-31 13F XCEL ENERGY COM 98389B100 146,311 -32,702 -18.27 9,879 -15.49 0.3801
2024-10-09 2024-09-30 13F XCEL ENERGY COM 98389B100 179,013 -15,120 -7.79 11,690 12.74 0.4439
2024-07-18 2024-06-30 13F XCEL ENERGY COM 98389B100 194,133 -9,889 -4.85 10,369 -5.45 0.4308
2024-04-03 2024-03-31 13F/A-1 XCEL ENERGY COM 98389B100 204,022 204,022 10,966 0.4466
2024-04-03 2024-03-31 13F XCEL ENERGY COM 98389B100 204,022 204,022 10,966 0.4466
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.