Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionShelton Capital Management
Latest Disclosed Ownership82,507 shares
Latest Disclosed Value $ 6,554,356
Shelton Capital Management reports 1.56% increase in ownership of XEL / Xcel Energy Inc.

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 82,507 shares of Xcel Energy Inc. (MX:XEL) valued at $6,554,356 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 81,239 shares of Xcel Energy Inc.. This represents a change in shares of 1.56% 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)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 82,507 1,268 1.56 6,554 9.23 0.1434
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 81,239 3,737 4.82 6,000 -4.00 0.1184
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 77,502 -1,261 -1.60 6,251 16.54 0.1338
2025-08-13 2025-06-30 13F XCEL ENERGY COM 98389B100 78,763 -1,435 -1.79 5,364 -5.53 0.1234
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 80,198 0 0.00 5,677 4.86 0.1352
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 80,198 7,370 10.12 5,415 13.86 0.1348
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 72,828 -224 -0.31 4,756 21.89 0.1221
2024-08-13 2024-06-30 13F XCEL ENERGY COM 98389B100 73,052 2,473 3.50 3,902 2.85 0.1059
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 70,579 0 0.00 3,794 -13.18 0.1077
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 70,579 5,566 8.56 4,370 17.45 0.1383
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 65,013 13,262 25.63 3,720 15.64 0.1363
2023-08-10 2023-06-30 13F XCEL ENERGY COM 98389B100 51,751 2,053 4.13 3,217 -4.00 0.1155
2023-05-11 2023-03-31 13F XCEL ENERGY COM 98389B100 49,698 6,531 15.13 3,352 10.74 0.1396
2023-02-13 2022-12-31 13F XCEL ENERGY COM 98389B100 43,167 -11,229 -20.64 3,026 -13.07 0.3170
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 54,396 1,041 1.95 3,481 -7.79 0.1655
2022-08-11 2022-06-30 13F XCEL ENERGY COM 98389B100 53,355 0 0.00 3,775 -1.97 0.1698
2022-05-12 2022-03-31 13F XCEL ENERGY COM 98389B100 53,355 1,954 3.80 3,851 10.66 0.1422
2022-02-11 2021-12-31 13F XCEL ENERGY COM 98389B100 51,401 1,050 2.09 3,480 10.58 0.1232
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 50,351 0 0.00 3,147 -5.13 0.1230
2021-08-12 2021-06-30 13F XCEL ENERGY COM 98389B100 50,351 1,203 2.45 3,317 1.47 0.1252
2021-05-14 2021-03-31 13F XCEL ENERGY COM 98389B100 49,148 3,966 8.78 3,269 8.53 0.1138
2021-02-16 2020-12-31 13F XCEL ENERGY COM 98389B100 45,182 -36,399 -44.62 3,012 -46.50 0.1353
2020-11-09 2020-09-30 13F XCEL ENERGY COM 98389B100 81,581 36,350 80.37 5,630 99.15 0.2331
2020-08-12 2020-06-30 13F XCEL ENERGY COM 98389B100 45,231 0 0.00 2,827 3.67 0.1557
2020-05-13 2020-03-31 13F XCEL ENERGY COM 98389B100 45,231 1,017 2.30 2,727 -2.85 0.1977
2020-02-11 2019-12-31 13F XCEL ENERGY COM 98389B100 44,214 -1,200 -2.64 2,807 -4.75 0.1551
2019-11-13 2019-09-30 13F XCEL ENERGY COM 98389B100 45,414 -5,000 -9.92 2,947 -1.73 0.1739
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 50,414 47,580 1,678.90 2,999 -94.05 0.1728
2019-05-10 2019-03-31 13F XCEL ENERGY COM 98389B100 2,834 -47,580 -94.38 50,414 1,929.55 0.1988
2019-01-31 2018-12-31 13F XCEL ENERGY COM 98389B100 50,414 44,586 765.03 2,484 803.27 0.1690
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 5,828 5,828 275 0.0157
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.