Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,052,030 shares
Latest Disclosed Value $ 163,008,129
Dimensional Fund Advisors Lp reports 3.09% increase in ownership of XEL / Xcel Energy Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,052,030 shares of Xcel Energy Inc. (US:XEL) valued at $163,013,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,990,614 shares of Xcel Energy Inc.. This represents a change in shares of 3.09% during the quarter. The current value of the position is $162,192,451 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)
2026-05-07 2026-03-31 13F XCEL ENERGY COM 98389B100 2,052,030 61,416 3.09 163,008 10.86 0.0339
2026-02-12 2025-12-31 13F XCEL ENERGY COM 98389B100 1,990,614 -44,102 -2.17 147,034 -10.39 0.0308
2025-11-12 2025-09-30 13F XCEL ENERGY COM 98389B100 2,034,716 60,374 3.06 164,086 22.05 0.0352
2025-08-12 2025-06-30 13F XCEL ENERGY COM 98389B100 1,974,342 34,988 1.80 134,446 -2.06 0.0311
2025-05-13 2025-03-31 13F XCEL ENERGY COM 98389B100 1,939,354 22,567 1.18 137,273 6.07 0.0341
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 1,916,787 80,744 4.40 129,423 7.96 0.0311
2024-11-07 2024-09-30 13F XCEL ENERGY COM 98389B100 1,836,043 -18,290 -0.99 119,883 21.04 0.0291
2024-08-09 2024-06-30 13F XCEL ENERGY COM 98389B100 1,854,333 174,653 10.40 99,046 9.71 0.0259
2024-05-10 2024-03-31 13F XCEL ENERGY COM 98389B100 1,679,680 158,068 10.39 90,283 -4.16 0.0244
2024-02-07 2023-12-31 13F XCEL ENERGY COM 98389B100 1,521,612 -10,732 -0.70 94,203 7.44 0.0275
2023-11-09 2023-09-30 13F XCEL ENERGY COM 98389B100 1,532,344 7,494 0.49 87,678 -7.50 0.0288
2023-08-09 2023-06-30 13F XCEL ENERGY COM 98389B100 1,524,850 52,842 3.59 94,791 -4.51 0.0302
2023-05-12 2023-03-31 13F XCEL ENERGY COM 98389B100 1,472,008 67,807 4.83 99,267 101,191.84 0.0334
2023-02-09 2022-12-31 13F XCEL ENERGY COM 98389B100 1,404,201 106,095 8.17 98 -99.88 0.0291
2022-11-10 2022-09-30 13F XCEL ENERGY COM 98389B100 1,298,106 -15,928 -1.21 83,094 -10.63 0.0319
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 1,314,034 -4,539 -0.34 92,973 -2.30 0.0333
2022-05-13 2022-03-31 13F XCEL ENERGY COM 98389B100 1,318,573 104,140 8.58 95,163 15.74 0.0293
2022-02-09 2021-12-31 13F XCEL ENERGY COM 98389B100 1,214,433 17,779 1.49 82,222 9.93 0.0249
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 1,196,654 -2,276 -0.19 74,794 -5.30 0.0241
2021-08-12 2021-06-30 13F XCEL ENERGY COM 98389B100 1,198,930 -4,757 -0.40 78,983 -1.34 0.0250
2021-05-14 2021-03-31 13F XCEL ENERGY COM 98389B100 1,203,687 -17,394 -1.42 80,052 -1.65 0.0265
2021-03-08 2020-12-31 13F/A-2 XCEL ENERGY COM 98389B100 1,221,081 9,132 0.75 81,399 -2.67 0.0294
2021-02-11 2020-12-31 13F XCEL ENERGY COM 98389B100 1,221,081 9,132 81,399 29,396.9922
2020-11-12 2020-09-30 13F XCEL ENERGY COM 98389B100 1,211,949 16,599 1.39 83,630 11.94 0.0355
2020-08-13 2020-06-30 13F XCEL ENERGY COM 98389B100 1,195,350 -6,236 -0.52 74,709 3.07 0.0328
2020-05-14 2020-03-31 13F XCEL ENERGY COM 98389B100 1,201,586 -28,008 -2.28 72,486 -7.15 0.0378
2020-02-14 2019-12-31 13F XCEL ENERGY COM 98389B100 1,229,594 -7,742 -0.63 78,065 -2.78 0.0285
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 1,237,336 -109,697 -8.14 80,297 0.21 0.0312
2019-08-13 2019-06-30 13F XCEL ENERGY COM 98389B100 1,347,033 13,977 1.05 80,132 6.94 0.0311
2019-08-12 2019-03-31 13F/A-2 XCEL ENERGY COM 98389B100 1,333,056 28,892 2.22 74,931 16.61 0.0298
2019-05-10 2019-03-31 13F XCEL ENERGY COM 98389B100 1,333,056 28,892 74,931
2019-02-26 2018-12-31 13F/A-1 XCEL ENERGY COM 98389B100 1,304,164 103,533 8.62 64,256 13.38 0.0291
2019-02-13 2018-12-31 13F XCEL ENERGY COM 98389B100 1,304,164 103,533 64,256
2018-11-13 2018-09-30 13F XCEL ENERGY COM 98389B100 1,200,631 108,826 9.97 56,675 13.64 0.0216
2018-08-10 2018-06-30 13F XCEL ENERGY COM 98389B100 1,091,805 8,302 0.77 49,874 1.21 0.0199
2018-05-11 2018-03-31 13F XCEL ENERGY COM 98389B100 1,083,503 7,160 0.67 49,276 -4.84 0.0205
2018-02-12 2017-12-31 13F XCEL ENERGY COM 98389B100 1,076,343 15,802 1.49 51,783 3.18 0.0215
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 1,060,541 947 0.09 50,185 3.23 0.0219
2017-08-11 2017-06-30 13F XCEL ENERGY COM 98389B100 1,059,594 12,289 1.17 48,615 4.43 0.0224
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 1,047,305 14,498 1.40 46,551 10.74 0.0222
2017-02-09 2016-12-31 13F XCEL ENERGY COM 98389B100 1,032,807 1,623 0.16 42,038 -0.92 0.0210
2016-11-10 2016-09-30 13F XCEL ENERGY COM 98389B100 1,031,184 41,925 4.24 42,429 -4.20 0.0229
2016-08-09 2016-06-30 13F XCEL ENERGY COM 98389B100 989,259 5,333 0.54 44,290 7.64 0.0255
2016-05-13 2016-03-31 13F XCEL ENERGY COM 98389B100 983,926 17,345 1.79 41,145 18.52 0.0246
2016-02-10 2015-12-31 13F XCEL ENERGY COM 98389B100 966,581 34,711 3.72 34,715 5.22 0.0216
2015-11-13 2015-09-30 13F XCEL ENERGY COM 98389B100 931,870 -2,848 -0.30 32,992 9.68 0.0217
2015-08-14 2015-06-30 13F XCEL ENERGY COM 98389B100 934,718 137,915 17.31 30,080 8.46 0.0184
2015-05-14 2015-03-31 13F XCEL ENERGY COM 98389B100 796,803 110,328 16.07 27,735 12.45 0.0175
2015-02-06 2014-12-31 13F XCEL ENERGY COM 98389B100 686,475 34,979 5.37 24,664 24.53 0.0162
2014-11-13 2014-09-30 13F XCEL ENERGY COM 98389B100 651,496 -9,946 -1.50 19,805 -7.08 0.0140
2014-08-08 2014-06-30 13F XCEL ENERGY COM 98389B100 661,442 30,942 4.91 21,314 11.36 0.0148
2014-05-14 2014-03-31 13F XCEL ENERGY COM 98389B100 630,500 8,450 1.36 19,139 10.12 0.0143
2014-02-12 2013-12-31 13F XCEL ENERGY COM 98389B100 622,050 -1,520 -0.24 17,380 0.95 0.0135
2013-11-13 2013-09-30 13F XCEL ENERGY COM 98389B100 623,570 61,575 10.96 17,216 8.07 0.0149
2013-08-15 2013-06-30 13F XCEL ENERGY COM 98389B100 561,995 561,995 15,930 0.0150
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.