Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionWorldquant Millennium Advisors Llc
Latest Disclosed Ownership140,191 shares
Latest Disclosed Value $ 11,136,773
Worldquant Millennium Advisors Llc reports 39.52% increase in ownership of XEL / Xcel Energy Inc.

On May 15, 2026 - Worldquant Millennium Advisors Llc filed a 13F-HR form disclosing ownership of 140,191 shares of Xcel Energy Inc. (MX:XEL) valued at $11,136,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 100,484 shares of Xcel Energy Inc.. This represents a change in shares of 39.52% 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)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 140,191 39,707 39.52 11,137 50.06 0.0429
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 100,484 100,484 7,422 0.0288
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 0 -132,578 -100.00 0 -100.00
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 132,578 2,486 1.91 9,029 -1.97 0.0448
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 130,092 -75,349 -36.68 9,209 -33.61 0.0580
2025-02-14 2024-12-31 13F XCEL ENERGY COM 98389B100 205,441 -827,814 -80.12 13,871 -79.44 0.0898
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 1,033,255 67,531 6.99 67,472 30.81 0.4937
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 965,724 -7,786 -0.80 51,579 -1.43 0.4703
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 973,510 166,315 20.60 52,326 4.71 0.6456
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 807,195 -8,713 -1.07 49,973 7.04 0.6994
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 815,908 171,602 26.63 46,686 16.55 0.7208
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 644,306 28,496 4.63 40,057 97,597.56 0.6781
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 615,810 303,688 97.30 42 95.24 0.7687
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 312,122 38,073 13.89 22 -99.88 0.4984
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 274,049 261,704 2,119.92 17,539 1,906.75 0.4262
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 12,345 0 0.00 874 -1.91 0.0250
2022-05-16 2022-03-31 13F XCEL ENERGY COM 98389B100 12,345 1,105 9.83 891 17.08 0.0217
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 11,240 0 0.00 761 8.25 0.0151
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 11,240 -10,207 -47.59 703 -50.25 0.0154
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 21,447 0 0.00 1,413 -0.91 0.0312
2021-05-17 2021-03-31 13F XCEL ENERGY COM 98389B100 21,447 0 0.00 1,426 -0.28 0.0303
2021-02-16 2020-12-31 13F XCEL ENERGY COM 98389B100 21,447 0 0.00 1,430 -3.38 0.0313
2020-11-16 2020-09-30 13F XCEL ENERGY COM 98389B100 21,447 1,783 9.07 1,480 20.42 0.0351
2020-08-14 2020-06-30 13F XCEL ENERGY COM 98389B100 19,664 -10,070 -33.87 1,229 -31.46 0.0283
2020-05-14 2020-03-31 13F XCEL ENERGY COM 98389B100 29,734 -5,518 -15.65 1,793 -19.88 0.0436
2020-02-14 2019-12-31 13F XCEL ENERGY COM 98389B100 35,252 -1,255 -3.44 2,238 -5.49 0.0428
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 36,507 1,982 5.74 2,368 15.29 0.0460
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 34,525 7,094 25.86 2,054 33.20 0.0391
2019-05-14 2019-03-31 13F XCEL ENERGY COM 98389B100 27,431 16,144 143.03 1,542 177.34 0.0366
2019-02-14 2018-12-31 13F XCEL ENERGY COM 98389B100 11,287 11,287 556 0.0165
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.