Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership56,646 shares
Latest Disclosed Value $ 4,499,982
Private Advisor Group, LLC reports 10.84% decrease in ownership of XEL / Xcel Energy Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 56,646 shares of Xcel Energy Inc. (US:XEL) valued at $4,499,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 63,534 shares of Xcel Energy Inc.. This represents a change in shares of -10.84% during the quarter. The current value of the position is $4,383,834 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)
2026-04-24 2026-03-31 13F XCEL ENERGY COM 98389B100 56,646 -6,888 -10.84 4,500 -4.11 0.0200
2026-02-17 2025-12-31 13F XCEL ENERGY COM 98389B100 63,534 874 1.39 4,693 -7.14 0.0211
2025-11-13 2025-09-30 13F XCEL ENERGY COM 98389B100 62,660 5,471 9.57 5,054 29.76 0.0249
2025-08-11 2025-06-30 13F XCEL ENERGY COM 98389B100 57,189 4,725 9.01 3,895 4.87 0.0210
2025-05-05 2025-03-31 13F XCEL ENERGY COM 98389B100 52,464 -1,479 -2.74 3,714 1.95 0.0225
2025-02-03 2024-12-31 13F XCEL ENERGY COM 98389B100 53,943 -9,199 -14.57 3,642 -11.67 0.0205
2024-10-22 2024-09-30 13F XCEL ENERGY COM 98389B100 63,142 2,490 4.11 4,123 27.29 0.0256
2024-08-05 2024-06-30 13F XCEL ENERGY COM 98389B100 60,652 2,011 3.43 3,239 2.79 0.0217
2024-04-30 2024-03-31 13F XCEL ENERGY COM 98389B100 58,641 -1,924 -3.18 3,152 -15.95 0.0227
2024-02-06 2023-12-31 13F XCEL ENERGY COM 98389B100 60,565 2,298 3.94 3,750 12.45 0.0291
2023-11-03 2023-09-30 13F XCEL ENERGY COM 98389B100 58,267 695 1.21 3,334 -6.92 0.0298
2023-08-10 2023-06-30 13F XCEL ENERGY COM 98389B100 57,572 7,274 14.46 3,582 5.60 0.0311
2023-05-10 2023-03-31 13F XCEL ENERGY COM 98389B100 50,298 838 1.69 3,392 112,966.67 0.0324
2023-01-18 2022-12-31 13F XCEL ENERGY COM 98389B100 49,460 -202 -0.41 3 -99.91 0.0002
2022-10-14 2022-09-30 13F XCEL ENERGY COM 98389B100 49,662 -5,364 -9.75 3,178 -18.39 0.0365
2022-07-13 2022-06-30 13F XCEL ENERGY COM 98389B100 55,026 2,076 3.92 3,894 1.91 0.0347
2022-05-12 2022-03-31 13F/A-1 XCEL ENERGY COM 98389B100 52,950 33,290 169.33 3,821 187.08 0.0293
2022-05-10 2022-03-31 13F XCEL ENERGY COM 98389B100 19,660 0 1,331 0.0100
2022-02-10 2021-12-31 13F XCEL ENERGY COM 98389B100 19,660 -5,118 -20.66 1,331 -14.02 0.0100
2021-10-14 2021-09-30 13F XCEL ENERGY COM 98389B100 24,778 7,683 44.94 1,548 37.48 0.0098
2021-08-12 2021-06-30 13F XCEL ENERGY COM 98389B100 17,095 741 4.53 1,126 3.49 0.0098
2021-04-22 2021-03-31 13F XCEL ENERGY COM 98389B100 16,354 -746 -4.36 1,088 -4.56 0.0104
2021-04-01 2020-12-31 13F XCEL ENERGY COM 98389B100 17,100 4,223 32.79 1,140 28.23 0.0119
2020-11-02 2020-09-30 13F XCEL ENERGY COM 98389B100 12,877 -3,487 -21.31 889 -13.10 0.0116
2020-08-17 2020-06-30 13F XCEL ENERGY COM 98389B100 16,364 3,862 30.89 1,023 35.68 0.0142
2020-05-12 2020-03-31 13F XCEL ENERGY COM 98389B100 12,502 454 3.77 754 -1.44 0.0138
2020-02-10 2019-12-31 13F XCEL ENERGY COM 98389B100 12,048 630 5.52 765 3.24 0.0119
2019-11-13 2019-09-30 13F XCEL ENERGY COM 98389B100 11,418 -3,084 -21.27 741 -14.14 0.0115
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 14,502 2,533 21.16 863 28.42 0.0156
2019-05-13 2019-03-31 13F XCEL ENERGY COM 98389B100 11,969 814 7.30 672 22.18 0.0133
2019-02-08 2018-12-31 13F XCEL ENERGY COM 98389B100 11,155 -8,793 -44.08 550 -41.61 0.0133
2018-11-01 2018-09-30 13F XCEL ENERGY COM 98389B100 19,948 2,248 12.70 942 15.30 0.0193
2018-08-09 2018-06-30 13F XCEL ENERGY COM 98389B100 17,700 17,700 817 0.0134
2018-05-09 2018-03-31 13F XCEL ENERGY COM 98389B100 0 -6,522 -100.00 0 -100.00
2018-02-07 2017-12-31 13F XCEL ENERGY COM 98389B100 6,522 -5,775 -46.96 309 -47.18 0.0131
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 12,297 247 2.05 585 6.56 0.0145
2017-08-10 2017-06-30 13F XCEL ENERGY COM 98389B100 12,050 210 1.77 549 3.58 0.0149
2017-05-10 2017-03-31 13F XCEL ENERGY COM 98389B100 11,840 -13,894 -53.99 530 -49.43 0.0148
2017-02-09 2016-12-31 13F XCEL ENERGY COM 98389B100 25,734 13,490 110.18 1,048 115.64 0.0344
2016-11-10 2016-09-30 13F XCEL ENERGY COM 98389B100 12,244 -237 -1.90 486 -13.98 0.0198
2016-08-09 2016-06-30 13F XCEL ENERGY COM 98389B100 12,481 1,963 18.66 565 27.25 0.0228
2016-05-13 2016-03-31 13F XCEL ENERGY COM 98389B100 10,518 480 4.78 444 23.33 0.0215
2016-02-09 2015-12-31 13F XCEL ENERGY COM 98389B100 10,038 1,317 15.10 360 16.50 0.0173
2015-11-13 2015-09-30 13F XCEL ENERGY COM 98389B100 8,721 628 7.76 309 18.85 0.0170
2015-08-13 2015-06-30 13F XCEL ENERGY COM 98389B100 8,093 -174 -2.10 260 -9.72 0.0123
2015-05-13 2015-03-31 13F XCEL ENERGY COM 98389B100 8,267 -272 -3.19 288 -6.19 0.0166
2015-02-17 2014-12-31 13F XCEL ENERGY COM 98389B100 8,539 981 12.98 307 33.48 0.0198
2014-11-12 2014-09-30 13F XCEL ENERGY COM 98389B100 7,558 -276 -3.52 230 -8.73 0.0159
2014-08-08 2014-06-30 13F XCEL ENERGY COM 98389B100 7,834 -484 -5.82 252 -0.40 0.0217
2014-05-15 2014-03-31 13F XCEL ENERGY COM 98389B100 8,318 -292 -3.39 253 4.98 0.0267
2014-02-13 2013-12-31 13F XCEL ENERGY COM 98389B100 8,610 8,610 241 0.0269
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.