Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership397 shares
Latest Disclosed Value $ 31,538
Strategic Wealth Partners, Ltd. reports 6.72% increase in ownership of XEL / Xcel Energy Inc.

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 397 shares of Xcel Energy Inc. (MX:XEL) valued at $31,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 372 shares of Xcel Energy Inc.. This represents a change in shares of 6.72% 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)
2026-05-12 2026-03-31 13F XCEL ENERGY INC COM Stock 98389B100 397 25 6.72 32 14.81 0.0022
2026-05-12 2025-12-31 13F XCEL ENERGY INC COM Stock 98389B100 372 0 0.00 27 -10.00 0.0019
2025-11-14 2025-09-30 13F XCEL ENERGY INC COM Stock 98389B100 372 0 0.00 30 20.00 0.0022
2025-08-11 2025-06-30 13F XCEL ENERGY INC COM Stock 98389B100 372 372 25 0.0020
2020-01-30 2019-12-31 13F XCEL ENERGY INC COM COM 98389B100 0 -199 -100.00 0 0.0000
2019-10-28 2019-09-30 13F XCEL ENERGY INC COM COM 98389B100 199 0 0.00 0 -100.00 0.0001
2019-08-06 2019-06-30 13F XCEL ENERGY INC COM COM 98389B100 199 0 0.00 11 0.00 0.0053
2019-05-14 2019-03-31 13F XCEL ENERGY INC COM COM 98389B100 199 -146 -42.32 11 -38.89 0.0050
2019-01-23 2018-12-31 13F XCEL ENERGY INC COM COM 98389B100 345 -91 -20.87 18 -14.29 0.0091
2018-12-06 2018-09-30 13F XCEL ENERGY INC COM COM 98389B100 436 0 0.00 21 5.00 0.0112
2018-09-04 2018-06-30 13F XCEL ENERGY INC COM COM 98389B100 436 -376 -46.31 20 -45.95 0.0116
2018-07-13 2018-03-31 13F XCEL ENERGY INC COM COM 98389B100 812 -1,995 -71.07 37 -73.94 0.0191
2018-04-16 2017-12-31 13F XCEL ENERGY INC COM COM 98389B100 2,807 2,807 142 0.0788
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.