Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionRoyal Fund Management, LLC
Latest Disclosed Ownership23,780 shares
Latest Disclosed Value $ 1,889,051
Royal Fund Management, LLC reports 50.22% decrease in ownership of XEL / Xcel Energy Inc.

On May 19, 2026 - Royal Fund Management, LLC filed a 13F-HR form disclosing ownership of 23,780 shares of Xcel Energy Inc. (MX:XEL) valued at $1,889,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 47,774 shares of Xcel Energy Inc.. This represents a change in shares of -50.22% 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)
2026-05-19 2026-03-31 13F XCEL ENERGY COM 98389B100 23,780 -23,994 -50.22 1,889 -46.46 0.1793
2026-01-15 2025-12-31 13F XCEL ENERGY COM 98389B100 47,774 29,425 160.36 3,529 138.54 0.3209
2025-10-29 2025-09-30 13F XCEL ENERGY COM 98389B100 18,349 -5,347 -22.56 1,480 -8.31 0.1762
2025-08-13 2025-06-30 13F XCEL ENERGY COM 98389B100 23,696 -217 -0.91 1,614 -4.67 0.1602
2025-05-14 2025-03-31 13F XCEL ENERGY COM 98389B100 23,913 -16,031 -40.13 1,693 -37.26 0.1884
2025-01-16 2024-12-31 13F XCEL ENERGY COM 98389B100 39,944 3,108 8.44 2,697 12.14 0.2516
2024-10-08 2024-09-30 13F XCEL ENERGY COM 98389B100 36,836 18,144 97.07 2,405 140.98 0.1434
2024-07-18 2024-06-30 13F XCEL ENERGY COM 98389B100 18,692 18,692 998 0.0809
2020-08-06 2020-06-30 13F XCEL ENERGY INC COM COM 98389B100 0 -1,375 -100.00 0 -100.00
2020-05-08 2020-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,375 1,033 302.05 82 290.48 0.0334
2020-05-11 2019-12-31 13F XCEL ENERGY INC COM COM 98389B100 342 1 0.29 21 -4.55 0.0053
2020-05-08 2019-09-30 13F XCEL ENERGY INC COM COM 98389B100 341 3 0.89 22 10.00 0.0061
2020-05-08 2019-06-30 13F XCEL ENERGY INC COM COM 98389B100 338 3 0.90 20 11.11 0.0059
2020-05-11 2019-03-31 13F XCEL ENERGY INC COM COM 98389B100 335 2 0.60 18 12.50 0.0057
2020-05-07 2018-12-31 13F XCEL ENERGY INC COM COM 98389B100 333 2 0.60 16 6.67 0.0065
2020-05-07 2018-09-30 13F XCEL ENERGY INC COM COM 98389B100 331 -875 -72.55 15 -72.73 0.0047
2020-05-07 2018-06-30 13F XCEL ENERGY INC COM COM 98389B100 1,206 0 0.00 55 1.85 0.0182
2020-05-07 2018-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,206 0 0.00 54 -6.90 0.0197
2020-05-07 2017-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,206 0 0.00 58 1.75 0.0208
2020-05-07 2017-09-30 13F XCEL ENERGY INC COM COM 98389B100 1,206 878 267.68 57 280.00 0.0227
2020-05-07 2017-06-30 13F XCEL ENERGY INC COM COM 98389B100 328 0 0.00 15 7.14 0.0064
2020-05-07 2017-03-31 13F XCEL ENERGY INC COM COM 98389B100 328 0 0.00 14 7.69 0.0068
2020-05-07 2016-12-31 13F XCEL ENERGY INC COM COM 98389B100 328 328 13 0.0072
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.