Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionCENTRAL TRUST Co
Latest Disclosed Ownership8,006 shares
Latest Disclosed Value $ 635,997
CENTRAL TRUST Co reports 1.14% decrease in ownership of XEL / Xcel Energy Inc.

On April 17, 2026 - CENTRAL TRUST Co filed a 13F-HR form disclosing ownership of 8,006 shares of Xcel Energy Inc. (US:XEL) valued at $635,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,098 shares of Xcel Energy Inc.. This represents a change in shares of -1.14% during the quarter. The current value of the position is $619,584 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-17 2026-03-31 13F XCEL ENERGY COM 98389B100 8,006 -92 -1.14 636 6.19 0.0068
2026-02-02 2025-12-31 13F XCEL ENERGY COM 98389B100 8,098 13 0.16 598 -8.28 0.0117
2025-11-06 2025-09-30 13F XCEL ENERGY COM 98389B100 8,085 -230 -2.77 652 15.19 0.0136
2025-08-07 2025-06-30 13F XCEL ENERGY COM 98389B100 8,315 142 1.74 566 -2.08 0.0131
2025-04-18 2025-03-31 13F XCEL ENERGY COM 98389B100 8,173 -710 -7.99 579 -3.51 0.0142
2025-01-24 2024-12-31 13F XCEL ENERGY COM 98389B100 8,883 -1,903 -17.64 600 -14.91 0.0147
2024-10-22 2024-09-30 13F XCEL ENERGY COM 98389B100 10,786 2,309 27.24 704 55.75 0.0165
2024-08-05 2024-06-30 13F XCEL ENERGY COM 98389B100 8,477 0 0.00 453 -0.66 0.0111
2024-04-24 2024-03-31 13F XCEL ENERGY COM 98389B100 8,477 47 0.56 456 -12.67 0.0113
2024-01-24 2023-12-31 13F XCEL ENERGY COM 98389B100 8,430 -61 -0.72 522 7.42 0.0139
2023-10-26 2023-09-30 13F XCEL ENERGY COM 98389B100 8,491 -20 -0.23 486 -8.32 0.0140
2023-07-26 2023-06-30 13F XCEL ENERGY COM 98389B100 8,511 -342 -3.86 529 -11.39 0.0148
2023-04-19 2023-03-31 13F XCEL ENERGY COM 98389B100 8,853 142 1.63 597 -2.13 0.0175
2023-01-26 2022-12-31 13F XCEL ENERGY COM 98389B100 8,711 -50 -0.57 611 8.73 0.0188
2022-11-17 2022-09-30 13F/A-2 XCEL ENERGY COM 98389B100 8,761 -200 -2.23 561 -11.51 0.0192
2022-11-04 2022-09-30 13F/A-1 XCEL ENERGY COM 98389B100 8,961 0 634 0.0114
2022-11-03 2022-09-30 13F XCEL ENERGY COM 98389B100 8,961 0 634 0.0114
2022-08-09 2022-06-30 13F XCEL ENERGY COM 98389B100 8,961 0 0.00 634 -2.01 0.0209
2022-05-03 2022-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 8,961 0 0.00 647 6.77 0.0185
2022-02-08 2021-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 8,961 0 0.00 606 8.21 0.0171
2021-10-19 2021-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 8,961 -327 -3.52 560 -8.50 0.0200
2021-07-23 2021-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 9,288 0 0.00 612 -0.97 0.0222
2021-04-23 2021-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 9,288 -365 -3.78 618 -4.04 0.0242
2021-01-29 2020-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 9,653 -19 -0.20 644 -3.59 0.0263
2020-10-22 2020-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 9,672 -171 -1.74 668 8.44 0.0302
2020-07-14 2020-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 9,843 190 1.97 616 5.84 0.0309
2020-04-17 2020-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 9,653 -550 -5.39 582 -10.19 0.0357
2020-01-21 2019-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,203 0 0.00 648 -2.11 0.0331
2019-10-28 2019-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 10,203 0 0.00 662 6.09 0.0373
2019-07-12 2019-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 10,203 0 0.00 624 8.71 0.0355
2019-04-26 2019-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,203 0 0.00 574 14.12 0.0342
2019-01-08 2018-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,203 -73 -0.71 503 3.71 0.0334
2018-10-04 2018-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 10,276 0 0.00 485 3.41 0.0282
2018-07-09 2018-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 10,276 -310 -2.93 469 -2.49 0.0299
2018-04-04 2018-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,586 -852 -7.45 481 -12.55 0.0305
2018-01-23 2017-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 11,438 600 5.54 550 7.42 0.0335
2017-10-17 2017-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 10,838 43 0.40 512 3.43 0.0331
2017-07-14 2017-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 10,795 -73 -0.67 495 2.48 0.0327
2017-04-06 2017-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,868 0 0.00 483 9.28 0.0321
2017-01-24 2016-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,868 -1,477 -11.96 442 -12.99 0.0304
2016-10-24 2016-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 12,345 -5,604 -31.22 508 -36.82 0.0370
2016-08-08 2016-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 17,949 820 4.79 804 12.13 0.0601
2016-04-11 2016-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 17,129 405 2.42 717 19.30 0.0566
2016-01-21 2015-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 16,724 1,127 7.23 601 8.88 0.0496
2015-10-14 2015-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 15,597 504 3.34 552 13.58 0.0480
2015-07-28 2015-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 15,093 653 4.52 486 -3.19 0.0382
2015-04-09 2015-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 14,440 68 0.47 502 -2.90 0.0404
2015-01-16 2014-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 14,372 373 2.66 517 21.65 0.0421
2014-10-23 2014-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 13,999 1,871 15.43 425 15.49 0.0338
2014-05-07 2014-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 12,128 5,564 84.77 368 100.00 0.0304
2014-01-27 2013-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,564 0 0.00 184 1.10 0.0154
2013-10-24 2013-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,564 0 0.00 182 -2.15 0.0165
2013-08-13 2013-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,564 6,564 186 0.0177
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.