Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionStonebridge Capital Advisors LLC
Latest Disclosed Ownership7,516 shares
Latest Disclosed Value $ 597,092
Stonebridge Capital Advisors LLC reports 0.70% decrease in ownership of XEL / Xcel Energy Inc.

On May 14, 2026 - Stonebridge Capital Advisors LLC filed a 13F-HR form disclosing ownership of 7,516 shares of Xcel Energy Inc. (MX:XEL) valued at $597,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,569 shares of Xcel Energy Inc.. This represents a change in shares of -0.70% 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)
2026-05-14 2026-03-31 13F XCEL ENERGY INC COM Stock 98389B100 7,516 -53 -0.70 597 6.80 0.0418
2026-02-12 2025-12-31 13F XCEL ENERGY INC COM Stock 98389B100 7,569 -117 -1.52 559 -9.69 0.0387
2025-11-12 2025-09-30 13F XCEL ENERGY INC COM Stock 98389B100 7,686 -7 -0.09 620 18.36 0.0442
2025-08-15 2025-06-30 13F XCEL ENERGY INC COM Stock 98389B100 7,693 -81 -1.04 524 -4.91 0.0398
2025-05-14 2025-03-31 13F XCEL ENERGY INC COM Stock 98389B100 7,774 -750 -8.80 550 -4.35 0.0448
2025-02-14 2024-12-31 13F XCEL ENERGY INC COM Stock 98389B100 8,524 88 1.04 576 4.55 0.0462
2024-11-14 2024-09-30 13F XCEL ENERGY INC COM Stock 98389B100 8,436 -41 -0.48 551 21.68 0.0449
2024-08-14 2024-06-30 13F XCEL ENERGY INC COM Stock 98389B100 8,477 -172 -1.99 453 -2.59 0.0398
2024-05-14 2024-03-31 13F XCEL ENERGY INC COM Stock 98389B100 8,649 29 0.34 465 -12.95 0.0418
2024-02-14 2023-12-31 13F XCEL ENERGY INC COM Stock 98389B100 8,620 5 0.06 534 8.33 0.0535
2023-11-15 2023-09-30 13F XCEL ENERGY INC COM Stock 98389B100 8,615 -121 -1.39 493 -9.39 0.0543
2023-08-23 2023-06-30 13F XCEL ENERGY INC COM Stock 98389B100 8,736 -146 -1.64 543 -9.20 0.0577
2023-05-12 2023-03-31 13F XCEL ENERGY INC COM Stock 98389B100 8,882 -96 -1.07 599 -4.93 0.0683
2023-02-14 2022-12-31 13F XCEL ENERGY INC COM Stock 98389B100 8,978 4 0.04 629 9.58 0.0746
2022-11-14 2022-09-30 13F XCEL ENERGY INC COM Stock 98389B100 8,974 -490 -5.18 574 -14.33 0.0739
2022-08-12 2022-06-30 13F XCEL ENERGY INC COM Stock 98389B100 9,464 -112 -1.17 670 -3.04 0.0812
2022-05-13 2022-03-31 13F/A-1 XCEL ENERGY INC COM Stock 98389B100 9,576 -8 -0.08 691 6.47 0.0747
2022-05-12 2022-03-31 13F XCEL ENERGY INC COM Stock 98389B100 9,584 0 649 0.0717
2022-02-14 2021-12-31 13F XCEL ENERGY INC COM Stock 98389B100 9,584 -356 -3.58 649 4.51 0.0717
2021-11-15 2021-09-30 13F XCEL ENERGY INC COM Stock 98389B100 9,940 -457 -4.40 621 -9.34 0.0755
2021-08-20 2021-06-30 13F/A-1 XCEL ENERGY INC COM Stock 98389B100 10,397 5 0.05 685 -0.87 0.0829
2021-08-16 2021-06-30 13F XCEL ENERGY INC COM Stock 98389B100 10,392 0 691 0.0915
2021-05-14 2021-03-31 13F XCEL ENERGY INC COM Stock 98389B100 10,392 468 4.72 691 4.38 0.0915
2021-03-05 2020-12-31 13F XCEL ENERGY INC COM Stock 98389B100 9,924 250 2.58 662 -0.90 0.1002
2020-11-18 2020-09-30 13F XCEL ENERGY INC COM Stock 98389B100 9,674 0 0.00 668 10.41 0.1199
2020-08-13 2020-06-30 13F XCEL ENERGY INC COM Stock 98389B100 9,674 -103 -1.05 605 2.54 0.1122
2020-05-15 2020-03-31 13F XCEL ENERGY INC COM Stock 98389B100 9,777 -308 -3.05 590 -7.81 0.1246
2020-02-14 2019-12-31 13F XCEL ENERGY INC COM Stock 98389B100 10,085 1 0.01 640 -2.14 0.1045
2019-11-12 2019-09-30 13F XCEL ENERGY INC COM Stock 98389B100 10,084 -953 -8.63 654 -0.46 0.1128
2019-08-15 2019-06-30 13F XCEL ENERGY INC COM Stock 98389B100 11,037 -437 -3.81 657 1.86 0.1168
2019-05-14 2019-03-31 13F XCEL ENERGY INC COM Stock 98389B100 11,474 -1,805 -13.59 645 -1.38 0.1199
2019-02-13 2018-12-31 13F Xcel Energy COM 98389B100 13,279 -626 -4.50 654 -0.30 0.1526
2018-11-15 2018-09-30 13F Xcel Energy COM 98389B100 13,905 4 0.03 656 3.31 0.1320
2018-08-14 2018-06-30 13F Xcel Energy COM 98389B100 13,901 4 0.03 635 0.47 0.1383
2018-05-15 2018-03-31 13F Xcel Energy COM 98389B100 13,897 -147 -1.05 632 -6.51 0.1454
2018-02-15 2017-12-31 13F Xcel Energy COM 98389B100 14,044 476 3.51 676 5.30 0.1547
2017-11-15 2017-09-30 13F Xcel Energy COM 98389B100 13,568 -162 -1.18 642 1.90 0.1579
2017-08-15 2017-06-30 13F Xcel Energy COM 98389B100 13,730 4 0.03 630 3.28 0.1653
2017-05-25 2017-03-31 13F Xcel Energy COM 98389B100 13,726 2,784 25.44 610 37.08 0.1660
2017-02-15 2016-12-31 13F Xcel Energy COM 98389B100 10,942 41 0.38 445 -0.67 0.1321
2016-11-14 2016-09-30 13F Xcel Energy COM 98389B100 10,901 11 0.10 448 -8.20 0.1402
2016-08-16 2016-06-30 13F Xcel Energy COM 98389B100 10,890 -87 -0.79 488 6.32 0.1657
2016-05-19 2016-03-31 13F Xcel Energy COM 98389B100 10,977 56 0.51 459 17.09 0.1618
2016-02-04 2015-12-31 13F Xcel Energy COM 98389B100 10,921 36 0.33 392 1.82 0.1432
2015-11-23 2015-09-30 13F Xcel Energy COM 98389B100 10,885 -3,377 -23.68 385 -16.12 0.1548
2015-08-14 2015-06-30 13F Xcel Energy COM 98389B100 14,262 37 0.26 459 -7.27 0.1764
2015-05-15 2015-03-31 13F Xcel Energy COM 98389B100 14,225 332 2.39 495 -0.80 0.1910
2015-02-17 2014-12-31 13F Xcel Energy COM 98389B100 13,893 -1,264 -8.34 499 8.24 0.2050
2014-11-14 2014-09-30 13F Xcel Energy COM 98389B100 15,157 737 5.11 461 -0.86 0.2031
2014-08-14 2014-06-30 13F Xcel Energy COM 98389B100 14,420 -163 -1.12 465 4.97 0.2097
2014-05-12 2014-03-31 13F Xcel Energy COM 98389B100 14,583 1,211 9.06 443 18.45 0.2167
2014-03-03 2013-12-31 13F Xcel Energy COM 98389B100 13,372 13,372 374 0.1926
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.