Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionSNS Financial Group, LLC
Latest Disclosed Ownership6,472 shares
Latest Disclosed Value $ 517,851
SNS Financial Group, LLC reports 3.37% increase in ownership of XEL / Xcel Energy Inc.

On April 14, 2026 - SNS Financial Group, LLC filed a 13F-HR form disclosing ownership of 6,472 shares of Xcel Energy Inc. (MX:XEL) valued at $517,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,261 shares of Xcel Energy Inc.. This represents a change in shares of 3.37% 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)
2026-04-14 2026-03-31 13F XCEL ENERGY COM 98389B100 6,472 211 3.37 518 10.94 0.0446
2026-02-02 2025-12-31 13F XCEL ENERGY COM 98389B100 6,261 -317 -4.82 466 -12.73 0.0401
2025-11-13 2025-09-30 13F XCEL ENERGY COM 98389B100 6,578 9 0.14 534 18.40 0.0465
2025-08-06 2025-06-30 13F XCEL ENERGY COM 98389B100 6,569 -39 -0.59 451 -4.25 0.0429
2025-05-05 2025-03-31 13F XCEL ENERGY COM 98389B100 6,608 -117 -1.74 472 3.74 0.0481
2025-02-03 2024-12-31 13F XCEL ENERGY COM 98389B100 6,725 3 0.04 454 2.71 0.0466
2024-11-01 2024-09-30 13F XCEL ENERGY COM 98389B100 6,722 -169 -2.45 443 19.14 0.0444
2024-07-25 2024-06-30 13F XCEL ENERGY COM 98389B100 6,891 38 0.55 372 -0.27 0.0399
2024-04-24 2024-03-31 13F XCEL ENERGY COM 98389B100 6,853 31 0.45 372 -12.47 0.0408
2024-01-22 2023-12-31 13F XCEL ENERGY COM 98389B100 6,822 -296 -4.16 426 3.66 0.0504
2023-10-19 2023-09-30 13F XCEL ENERGY COM 98389B100 7,118 -23 -0.32 411 -8.28 0.0542
2023-07-17 2023-06-30 13F XCEL ENERGY COM 98389B100 7,141 -6 -0.08 448 -7.84 0.0583
2023-04-28 2023-03-31 13F XCEL ENERGY COM 98389B100 7,147 -371 -4.93 486 -8.49 0.0637
2023-01-25 2022-12-31 13F XCEL ENERGY COM 98389B100 7,518 -57 -0.75 531 8.61 0.0717
2022-10-12 2022-09-30 13F XCEL ENERGY COM 98389B100 7,575 135 1.81 488 -7.92 0.0702
2022-07-22 2022-06-30 13F XCEL ENERGY COM 98389B100 7,440 170 2.34 530 0.95 0.0691
2022-05-12 2022-03-31 13F XCEL ENERGY COM 98389B100 7,270 0 0.00 525 6.71 0.0583
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 7,270 -179 -2.40 492 5.58 0.0525
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 7,449 -281 -3.64 466 -8.63 0.0559
2021-08-02 2021-06-30 13F XCEL ENERGY COM 98389B100 7,730 110 1.44 510 0.59 0.0648
2021-05-12 2021-03-31 13F XCEL ENERGY COM 98389B100 7,620 25 0.33 507 0.20 0.0676
2021-02-05 2020-12-31 13F XCEL ENERGY COM 98389B100 7,595 -1,052 -12.17 506 -15.10 0.0724
2020-11-13 2020-09-30 13F XCEL ENERGY COM 98389B100 8,647 -781 -8.28 596 1.19 0.0936
2020-08-06 2020-06-30 13F XCEL ENERGY COM 98389B100 9,428 -67 -0.71 589 2.97 0.1069
2020-05-07 2020-03-31 13F XCEL ENERGY COM 98389B100 9,495 -833 -8.07 572 -12.67 0.1094
2020-02-07 2019-12-31 13F XCEL ENERGY COM 98389B100 10,328 351 3.52 655 1.08 0.1153
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 9,977 -529 -5.04 648 3.68 0.1233
2019-07-26 2019-06-30 13F XCEL ENERGY COM 98389B100 10,506 2,438 30.22 625 37.97 0.1177
2019-05-14 2019-03-31 13F XCEL ENERGY COM 98389B100 8,068 -684 -7.82 453 4.86 0.0995
2019-02-05 2018-12-31 13F XCEL ENERGY COM 98389B100 8,752 2,082 31.21 432 37.14 0.1069
2018-10-22 2018-09-30 13F XCEL ENERGY COM 98389B100 6,670 153 2.35 315 6.06 0.0755
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 6,517 54 0.84 297 1.02 0.0779
2018-05-02 2018-03-31 13F XCEL ENERGY COM 98389B100 6,463 391 6.44 294 0.34 0.0800
2018-02-09 2017-12-31 13F XCEL ENERGY COM 98389B100 6,072 -2,552 -29.59 293 -28.19 0.0705
2017-11-07 2017-09-30 13F XCEL ENERGY COM 98389B100 8,624 1,617 23.08 408 26.71 0.1045
2017-08-09 2017-06-30 13F XCEL ENERGY COM 98389B100 7,007 -1,467 -17.31 322 -14.36 0.0855
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 8,474 195 2.36 376 11.57 0.0966
2017-02-24 2016-12-31 13F XCEL ENERGY COM 98389B100 8,279 8,279 337 0.0990
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.