Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionWedmont Private Capital
Latest Disclosed Ownership9,036 shares
Latest Disclosed Value $ 736,087
Wedmont Private Capital reports 1.44% increase in ownership of XEL / Xcel Energy Inc.

On April 9, 2026 - Wedmont Private Capital filed a 13F-HR form disclosing ownership of 9,036 shares of Xcel Energy Inc. (MX:XEL) valued at $736,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 8,908 shares of Xcel Energy Inc.. This represents a change in shares of 1.44% 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)
2026-04-09 2026-03-31 13F XCEL ENERGY COM 98389B100 9,036 128 1.44 736 12.88 0.0237
2026-01-08 2025-12-31 13F XCEL ENERGY COM 98389B100 8,908 -121 -1.34 652 -11.65 0.0227
2025-10-08 2025-09-30 13F XCEL ENERGY COM 98389B100 9,029 544 6.41 739 28.35 0.0275
2025-07-10 2025-06-30 13F XCEL ENERGY COM 98389B100 8,485 349 4.29 576 1.77 0.0246
2025-04-14 2025-03-31 13F XCEL ENERGY COM 98389B100 8,136 719 9.69 566 20.21 0.0290
2025-01-13 2024-12-31 13F XCEL ENERGY COM 98389B100 7,417 1,953 35.74 470 36.63 0.0248
2024-10-08 2024-09-30 13F XCEL ENERGY COM 98389B100 5,464 484 9.72 344 27.41 0.0197
2024-07-15 2024-06-30 13F XCEL ENERGY COM 98389B100 4,980 1,030 26.08 270 26.17 0.0170
2024-04-10 2024-03-31 13F XCEL ENERGY COM 98389B100 3,950 -1,288 -24.59 215 -35.74 0.0157
2024-01-09 2023-12-31 13F XCEL ENERGY COM 98389B100 5,238 5,238 333 0.0272
2023-10-10 2023-09-30 13F XCEL ENERGY COM 98389B100 0 -4,116 -100.00 0 -100.00
2023-07-17 2023-06-30 13F XCEL ENERGY COM 98389B100 4,116 4,116 265 0.0285
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.