Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,713 shares
Latest Disclosed Value $ 374,401
IFP Advisors, Inc reports 33.76% decrease in ownership of XEL / Xcel Energy Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,713 shares of Xcel Energy Inc. (US:XEL) valued at $374,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,115 shares of Xcel Energy Inc.. This represents a change in shares of -33.76% during the quarter. The current value of the position is $364,739 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)
2026-04-13 2026-03-31 13F XCEL ENERGY cs 98389B100 4,713 -2,402 -33.76 374 -28.76 0.0078
2026-02-06 2025-12-31 13F XCEL ENERGY cs 98389B100 7,115 622 9.58 526 0.38 0.0118
2026-02-06 2025-09-30 13F/A-1 XCEL ENERGY cs 98389B100 6,493 1,183 22.28 524 5.44 0.0136
2025-12-02 2025-09-30 13F XCEL ENERGY cs 98389B100 5,417 107 610 0.0157
2025-07-24 2025-06-30 13F XCEL ENERGY cs 98389B100 5,310 -885 -14.29 497 13.24 0.0141
2025-05-05 2025-03-31 13F XCEL ENERGY cs 98389B100 6,195 549 9.72 439 14.96 0.0135
2025-02-04 2024-12-31 13F XCEL ENERGY cs 98389B100 5,646 43 0.77 381 4.38 0.0125
2025-02-04 2024-09-30 13F XCEL ENERGY cs 98389B100 5,603 29 0.52 366 22.90 0.0132
2024-07-30 2024-06-30 13F XCEL ENERGY cs 98389B100 5,574 642 13.02 298 12.08 0.0118
2024-07-30 2024-03-31 13F XCEL ENERGY cs 98389B100 4,932 -171 -3.35 265 -15.87 0.0116
2024-01-09 2023-12-31 13F XCEL ENERGY cs 98389B100 5,103 -21,005 -80.45 316 -78.90 0.0149
2023-10-12 2023-09-30 13F XCEL ENERGY cs 98389B100 26,108 14,647 127.80 1,494 109.69 0.0672
2023-08-14 2023-06-30 13F/A-1 XCEL ENERGY cs 98389B100 11,461 178 1.58 713 126.03 0.0298
2023-08-04 2023-06-30 13F XCEL ENERGY cs 98389B100 11,461 178 321 0.0148
2023-04-18 2023-03-31 13F XCEL ENERGY cs 98389B100 11,283 -4,425 -28.17 316 0.0137
2023-02-07 2022-12-31 13F XCEL ENERGY cs 98389B100 15,708 -1,922 -10.90 0 -100.00 0.0118
2022-11-08 2022-09-30 13F XCEL ENERGY cs 98389B100 17,630 868 5.18 497 5.52 0.0130
2022-09-06 2022-06-30 13F/A-1 XCEL ENERGY cs 98389B100 16,762 0 0.00 471 0.00 0.0151
2022-09-06 2022-03-31 13F/A-1 XCEL ENERGY cs 98389B100 16,762 4,334 34.87 471 -44.13 0.0151
2022-08-08 2022-03-31 13F XCEL ENERGY INC COM Stock 98389B100 13,480 1,052 377 0.0077
2022-01-12 2021-12-31 13F XCEL ENERGY INC COM Stock 98389B100 12,428 -101 -0.81 843 7.39 0.0165
2021-10-06 2021-09-30 13F XCEL ENERGY INC COM Stock 98389B100 12,529 656 5.53 785 0.64 0.0157
2021-07-13 2021-06-30 13F XCEL ENERGY INC COM Stock 98389B100 11,873 20 0.17 780 -1.14 0.0161
2021-04-30 2021-03-31 13F XCEL ENERGY INC COM Stock 98389B100 11,853 -3,228 -21.40 789 -21.34 0.0154
2021-01-25 2020-12-31 13F XCEL ENERGY INC COM Stock 98389B100 15,081 828 5.81 1,003 1.83 0.0407
2020-10-29 2020-09-30 13F XCEL ENERGY INC COM Stock 98389B100 14,253 1,753 14.02 985 27.10 0.0588
2020-08-05 2020-06-30 13F XCEL ENERGY INC COM Stock 98389B100 12,500 -87 -0.69 775 6.16 0.0614
2020-05-12 2020-03-31 13F XCEL ENERGY INC COM Stock 98389B100 12,587 3,210 34.23 730 22.90 0.0737
2020-01-17 2019-12-31 13F XCEL ENERGY INC COM Stock 98389B100 9,377 1,240 15.24 594 12.08 0.0446
2019-11-07 2019-09-30 13F XCEL ENERGY INC COM Stock 98389B100 8,137 6,260 333.51 530 404.76 0.0355
2019-05-15 2019-03-31 13F XCEL ENERGY Stock 98389B100 1,877 -7,637 -80.27 105 -77.61 0.0143
2019-06-03 2018-12-31 13F/A-10 XCEL ENERGY INC COM Stock 98389B100 9,514 -663 -6.51 469 -2.29 0.0286
2019-01-23 2018-12-31 13F XCEL ENERGY INC COM Stock 98389B100 9,514 -663 469 0.0286
2019-06-03 2018-09-30 13F/A-9 XCEL ENERGY INC COM Stock 98389B100 10,177 2,785 37.68 480 42.01 0.0196
2018-10-25 2018-09-30 13F XCEL ENERGY INC COM Stock 98389B100 10,177 2,785 480 0.0196
2019-06-03 2018-06-30 13F/A-8 XCEL ENERGY INC COM Stock 98389B100 7,392 454 6.54 338 1.20 0.0142
2018-08-07 2018-06-30 13F XCEL ENERGY INC COM Stock 98389B100 7,392 -249 338
2019-06-03 2018-03-31 13F/A-7 XCEL ENERGY INC COM Stock 98389B100 6,938 0 0.00 334 0.00 0.0151
2018-05-09 2018-03-31 13F XCEL ENERGY INC COM Stock 98389B100 7,641 703 348
2019-06-03 2017-12-31 13F/A-6 XCEL ENERGY INC COM Stock 98389B100 6,938 -13,712 -66.40 334 -65.81 0.0151
2018-01-24 2017-12-31 13F XCEL ENERGY INC COM Stock 98389B100 6,938 -13,712 334
2017-10-30 2017-09-30 13F XCEL ENERGY INC COM Stock 98389B100 20,650 -1,192 -5.46 977 -2.50 0.0388
2019-06-03 2017-06-30 13F/A-5 XCEL ENERGY INC COM Stock 98389B100 21,842 5,671 35.07 1,002 39.36 0.0425
2017-07-31 2017-06-30 13F XCEL ENERGY INC COM Stock 98389B100 21,842 5,671 1,002
2019-06-03 2017-03-31 13F/A-4 XCEL ENERGY INC COM Stock 98389B100 16,171 260 1.63 719 10.96 0.0313
2017-04-26 2017-03-31 13F XCEL ENERGY INC COM Stock 98389B100 16,171 260 719
2019-06-03 2016-12-31 13F/A-3 XCEL ENERGY INC COM Stock 98389B100 15,911 720 4.74 648 3.68 0.0313
2017-02-14 2016-12-31 13F XCEL ENERGY INC COM Stock 98389B100 15,911 720 648
2016-11-04 2016-09-30 13F XCEL ENERGY INC COM Stock 98389B100 15,191 1,012 7.14 625 -1.57 0.0325
2019-06-03 2016-06-30 13F/A-2 XCEL ENERGY INC COM Stock 98389B100 14,179 12,302 655.41 635 504.76 0.0355
2016-08-22 2016-06-30 13F XCEL ENERGY INC COM Stock 98389B100 14,179 12,302 635
2019-06-03 2016-03-31 13F/A-1 XCEL ENERGY Stock 98389B100 1,877 -10,559 -84.91 105 -76.51 0.0143
2016-05-02 2016-03-31 13F XCEL ENERGY INC COM Stock 98389B100 14,084 1,648 589
2016-02-11 2015-12-31 13F XCEL ENERGY INC COM Stock 98389B100 12,436 12,436 447 0.0300
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.