Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership3,629 shares
Latest Disclosed Value $ 288,288
Versant Capital Management, Inc reports 62.08% increase in ownership of XEL / Xcel Energy Inc.

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 3,629 shares of Xcel Energy Inc. (MX:XEL) valued at $288,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,239 shares of Xcel Energy Inc.. This represents a change in shares of 62.08% 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)
2026-04-06 2026-03-31 13F XCEL ENERGY INC COM Stock 98389B100 3,629 1,390 62.08 288 74.55 0.0284
2026-01-08 2025-12-31 13F XCEL ENERGY INC COM Stock 98389B100 2,239 30 1.36 165 -7.30 0.0207
2025-10-27 2025-09-30 13F XCEL ENERGY INC COM Stock 98389B100 2,209 200 9.96 178 30.88 0.0242
2025-07-07 2025-06-30 13F XCEL ENERGY INC COM Stock 98389B100 2,009 3 0.15 137 -4.23 0.0208
2025-04-03 2025-03-31 13F XCEL ENERGY INC COM Stock 98389B100 2,006 1,137 130.84 142 144.83 0.0238
2025-01-03 2024-12-31 13F XCEL ENERGY INC COM Stock 98389B100 869 -44 -4.82 59 -1.69 0.0126
2024-10-07 2024-09-30 13F XCEL ENERGY INC COM Stock 98389B100 913 146 19.04 60 47.50 0.0136
2024-07-08 2024-06-30 13F XCEL ENERGY INC COM Stock 98389B100 767 -121 -13.63 41 -14.89 0.0104
2024-04-03 2024-03-31 13F XCEL ENERGY INC COM Stock 98389B100 888 -55 -5.83 48 -18.97 0.0136
2024-01-08 2023-12-31 13F XCEL ENERGY INC COM Stock 98389B100 943 4 0.43 58 9.43 0.0174
2023-10-12 2023-09-30 13F XCEL ENERGY INC COM Stock 98389B100 939 -1,204 -56.18 54 -60.15 0.0171
2023-07-10 2023-06-30 13F XCEL ENERGY INC COM Stock 98389B100 2,143 -1 -0.05 133 -6.99 0.0426
2023-04-10 2023-03-31 13F XCEL ENERGY INC COM Stock 98389B100 2,144 -25 -1.15 144 -5.92 0.0484
2023-01-25 2022-12-31 13F XCEL ENERGY INC COM Stock 98389B100 2,169 -1,500 -40.88 152 -35.32 0.0550
2022-12-30 2022-09-30 13F XCEL ENERGY INC COM Stock 98389B100 3,669 0 0.00 235 -9.62 0.0921
2022-08-02 2022-06-30 13F XCEL ENERGY INC COM Stock 98389B100 3,669 0 0.00 260 -1.89 0.0953
2022-04-29 2022-03-31 13F XCEL ENERGY INC COM Stock 98389B100 3,669 2,699 278.25 265 301.52 0.0845
2022-01-06 2021-12-31 13F XCEL ENERGY INC COM Stock 98389B100 970 0 0.00 66 8.20 0.0215
2021-10-29 2021-09-30 13F XCEL ENERGY INC COM Stock 98389B100 970 -45 -4.43 61 -8.96 0.0216
2021-07-22 2021-06-30 13F XCEL ENERGY INC COM Stock 98389B100 1,015 -9 -0.88 67 -1.47 0.0248
2021-04-27 2021-03-31 13F XCEL ENERGY INC COM Stock 98389B100 1,024 0 0.00 68 0.00 0.0248
2021-02-08 2020-12-31 13F XCEL ENERGY INC COM Stock 98389B100 1,024 -51 -4.74 68 -8.11 0.0268
2020-11-02 2020-09-30 13F XCEL ENERGY INC COM Stock 98389B100 1,075 0 0.00 74 10.45 0.0330
2020-07-16 2020-06-30 13F XCEL ENERGY INC COM Stock 98389B100 1,075 -185 -14.68 67 -10.67 0.0307
2020-04-17 2020-03-31 13F XCEL ENERGY INC COM Stock 98389B100 1,260 226 21.86 75 15.38 0.0395
2020-01-28 2019-12-31 13F XCEL ENERGY INC COM Stock 98389B100 1,034 -62 -5.66 65 -8.45 0.0328
2019-10-18 2019-09-30 13F XCEL ENERGY INC COM Stock 98389B100 1,096 0 0.00 71 9.23 0.0333
2019-07-16 2019-06-30 13F XCEL ENERGY INC COM Stock 98389B100 1,096 -211 -16.14 65 -10.96 0.0296
2019-04-23 2019-03-31 13F/A-1 XCEL ENERGY INC COM Stock 98389B100 1,307 -100 -7.11 73 5.80 0.0311
2019-04-23 2019-03-31 13F XCEL ENERGY INC COM Stock 98389B100 73 73
2019-01-28 2018-12-31 13F XCEL ENERGY INC COM Stock 98389B100 1,407 100 7.65 69 13.11 0.0318
2018-10-12 2018-09-30 13F XCEL ENERGY INC COM Stock 98389B100 1,307 0 0.00 61 3.39 0.0249
2018-07-06 2018-06-30 13F XCEL ENERGY INC COM Stock 98389B100 1,307 -13 -0.98 59 -1.67 0.0249
2018-04-19 2018-03-31 13F XCEL ENERGY INC COM Stock 98389B100 1,320 -12 -0.90 60 -6.25 0.0248
2018-04-18 2017-12-31 13F XCEL ENERGY INC COM Stock 98389B100 1,332 0 0.00 64 1.59 0.0259
2018-04-23 2017-09-30 13F XCEL ENERGY INC COM Stock 98389B100 1,332 12 0.91 63 5.00 0.0344
2018-04-23 2017-06-30 13F XCEL ENERGY INC COM Stock 98389B100 1,320 -14 -1.05 60 1.69 0.0331
2018-04-23 2017-03-31 13F XCEL ENERGY INC COM Stock 98389B100 1,334 0 0.00 59 9.26 0.0326
2018-04-23 2016-12-31 13F XCEL ENERGY INC COM Stock 98389B100 1,334 30 2.30 54 1.89 0.0308
2018-04-23 2016-09-30 13F XCEL ENERGY INC COM Stock 98389B100 1,304 34 2.68 53 -5.36 0.0302
2018-04-23 2016-06-30 13F XCEL ENERGY INC COM Stock 98389B100 1,270 0 0.00 56 5.66 0.0331
2018-04-23 2016-03-31 13F XCEL ENERGY INC COM Stock 98389B100 1,270 59 4.87 53 23.26 0.0321
2018-04-23 2015-12-31 13F XCEL ENERGY INC COM Stock 98389B100 1,211 1,211 43 0.0269
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.