Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership74,399 shares
Latest Disclosed Value $ 5,495,110
CIBC Private Wealth Group, LLC reports 494.57% increase in ownership of XEL / Xcel Energy Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 74,399 shares of Xcel Energy Inc. (US:XEL) valued at $5,495,110 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 12,513 shares of Xcel Energy Inc.. This represents a change in shares of 494.57% during the quarter. The current value of the position is $5,757,739 USD.

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)
2026-02-12 2025-12-31 13F XCEL ENERGY COM 98389B100 74,399 61,886 494.57 5,495 444.60
2025-11-24 2025-09-30 13F XCEL ENERGY COM 98389B100 12,513 2,256 21.99 1,009 44.56 0.0017
2025-08-12 2025-06-30 13F XCEL ENERGY COM 98389B100 10,257 -380 -3.57 699 -2.10 0.0012
2025-05-14 2025-03-31 13F XCEL ENERGY COM 98389B100 10,637 368 3.58 713 4.70 0.0015
2025-02-12 2024-12-31 13F Xcel Energy COM 98389B100 10,269 -3,549 -25.68 682 -24.50 0.0012
2024-11-13 2024-09-30 13F Xcel Energy COM 98389B100 13,818 -161,135 -92.10 902 -90.11 0.0016
2024-08-09 2024-06-30 13F Xcel Energy COM 98389B100 174,953 1,198 0.69 9,117 -1.52 0.0171
2024-05-10 2024-03-31 13F Xcel Energy COM 98389B100 173,755 -370,923 -68.10 9,258 -72.55 0.0181
2024-02-13 2023-12-31 13F XCEL ENERGY INC COM COM 98389B100 544,678 -91,455 -14.38 33,721 -7.36 0.0714
2023-11-13 2023-09-30 13F XCEL ENERGY INC COM COM 98389B100 636,133 -213,185 -25.10 36,400 -31.07 0.0861
2023-11-21 2023-06-30 13F/A-1 XCEL ENERGY INC COM COM 98389B100 849,318 -231,155 -21.39 52,802 -27.54 0.1154
2023-08-10 2023-06-30 13F XCEL ENERGY INC COM COM 98389B100 849,318 -231,155 52,802 0.1155
2023-11-21 2023-03-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 1,080,473 -180,786 -14.33 72,867 22.28 0.1613
2023-05-12 2023-03-31 13F XCEL ENERGY INC COM COM 98389B100 1,080,473 -180,786 72,867 0.1584
2023-06-01 2022-12-31 13F/A-2 XCEL ENERGY INC COM COM 98389B100 1,261,259 284,840 29.17 59,589 -4.65 0.2001
2023-02-14 2022-12-31 13F/A-1 XCEL ENERGY INC COM COM 98389B100 1,261,259 284,840 88,427 0.1851
2023-02-13 2022-12-31 13F XCEL ENERGY INC COM COM 98389B100 1,261,259 284,840 88,579 0.0001
2022-11-15 2022-09-30 13F XCEL ENERGY INC COM COM 98389B100 976,419 39,877 4.26 62,491 -5.70 0.1683
2022-08-03 2022-06-30 13F XCEL ENERGY COM 98389B100 936,542 423,706 82.62 66,270 79.05 0.1721
2022-05-16 2022-03-31 13F XCEL ENERGY COM 98389B100 512,836 -157,742 -23.52 37,011 -18.47 0.0808
2022-04-04 2021-12-31 13F/A-1 XCEL ENERGY COM 98389B100 670,578 112,267 20.11 45,398 30.10 0.0941
2022-02-08 2021-12-31 13F XCEL ENERGY COM 98389B100 670,578 112,267 45,398 0.0941
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 558,311 280,343 100.85 34,894 90.55 0.0812
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 277,968 -19,779 -6.64 18,312 -7.53 0.0421
2021-05-12 2021-03-31 13F XCEL ENERGY COM 98389B100 297,747 77,058 34.92 19,804 34.60 0.0499
2021-02-12 2020-12-31 13F XCEL ENERGY COM 98389B100 220,689 184,383 507.86 14,713 487.11 0.0389
2020-11-03 2020-09-30 13F/A-1 XCEL ENERGY COM 98389B100 36,306 4,286 13.39 2,506 25.24 0.0077
2020-08-13 2020-06-30 13F XCEL ENERGY INC COM Com 98389B100 32,020 -409 -1.26 2,001 2.35 0.0097
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 32,429 -67,924 -67.69 1,955 -69.31 0.0084
2020-01-30 2019-12-31 13F XCEL ENERGY COM 98389B100 100,353 65,024 184.05 6,371 177.85 0.0208
2019-10-16 2019-09-30 13F XCEL ENERGY COM 98389B100 35,329 1,720 5.12 2,293 14.65 0.0081
2019-07-31 2019-06-30 13F XCEL ENERGY COM 98389B100 33,609 5,894 21.27 2,000 28.29 0.0070
2019-05-10 2019-03-31 13F XCEL ENERGY COM 98389B100 27,715 1,056 3.96 1,559 18.74 0.0060
2019-02-05 2018-12-31 13F XCEL ENERGY COM 98389B100 26,659 -1,596 -5.65 1,313 -1.57 0.0059
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 28,255 -124,883 -81.55 1,334 -80.93 0.0051
2018-08-02 2018-06-30 13F XCEL ENERGY COM 98389B100 153,138 135,890 787.86 6,995 792.22 0.0285
2018-05-17 2018-03-31 13F XCEL ENERGY COM 98389B100 17,248 14,448 516.00 784 480.74 0.0034
2018-02-12 2017-12-31 13F XCEL ENERGY COM 98389B100 2,800 2,800 135 0.0006
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.