Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionPrudential Plc
Latest Disclosed Ownership46,965 shares
Latest Disclosed Value $ 3,730,900
Prudential Plc reports 7.44% decrease in ownership of XEL / Xcel Energy Inc.

On May 14, 2026 - Prudential Plc filed a 13F-HR form disclosing ownership of 46,965 shares of Xcel Energy Inc. (US:XEL) valued at $3,730,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 50,738 shares of Xcel Energy Inc.. This represents a change in shares of -7.44% during the quarter. The current value of the position is $3,634,621 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)
2026-05-14 2026-03-31 13F XCEL ENERGY COM 98389B100 46,965 -3,773 -7.44 3,731 -0.45 0.0161
2026-02-11 2025-12-31 13F XCEL ENERGY COM 98389B100 50,738 59 0.12 3,748 -8.32 0.0297
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 50,679 0 0.00 4,087 18.43 0.0300
2025-08-12 2025-06-30 13F XCEL ENERGY COM 98389B100 50,679 13,351 35.77 3,451 30.62 0.0208
2025-05-13 2025-03-31 13F XCEL ENERGY COM 98389B100 37,328 -817 -2.14 2,642 2.60 0.0132
2025-02-13 2024-12-31 13F XCEL ENERGY COM 98389B100 38,145 -16,004 -29.56 2,576 -27.16 0.0130
2024-11-13 2024-09-30 13F XCEL ENERGY COM 98389B100 54,149 -51,007 -48.51 3,536 -37.05 0.0178
2024-08-07 2024-06-30 13F XCEL ENERGY COM 98389B100 105,156 -117,096 -52.69 5,616 -52.99 0.0379
2024-05-14 2024-03-31 13F XCEL ENERGY COM 98389B100 222,252 153,189 221.81 11,946 179.44 0.0910
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 69,063 139 0.20 4,276 8.42 0.0434
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 68,924 -3,030 -4.21 3,944 -11.85 0.0438
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 71,954 4,599 6.83 4,473 -1.52 0.0523
2023-05-12 2023-03-31 13F XCEL ENERGY COM 98389B100 67,355 -11,503 -14.59 4,542 -17.84 0.0533
2023-02-09 2022-12-31 13F XCEL ENERGY COM 98389B100 78,858 -9,249 -10.50 5,529 -1.97 0.0694
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 88,107 17,626 25.01 5,639 13.07 0.0892
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 70,481 51,297 267.39 4,987 260.07 0.0903
2022-05-13 2022-03-31 13F XCEL ENERGY COM 98389B100 19,184 19,184 1,385 0.0200
2021-08-13 2021-06-30 13F XCEL ENERGY XCEL ENERGY INC 98389B100 0 -6,571 -100.00 0 -100.00
2021-05-14 2021-03-31 13F XCEL ENERGY XCEL ENERGY INC 98389B100 6,571 6,571 437 0.0030
2020-10-30 2020-09-30 13F XCEL ENERGY XCEL ENERGY INC 98389B100 0 -18,633 -100.00 0 -100.00
2020-07-31 2020-06-30 13F XCEL ENERGY XCEL ENERGY INC 98389B100 18,633 2,836 17.95 1,164 22.14 0.0056
2020-05-01 2020-03-31 13F XCEL ENERGY XCEL ENERGY INC 98389B100 15,797 -8,275 -34.38 953 -37.67 0.0051
2020-02-13 2019-12-31 13F XCEL ENERGY XCEL ENERGY INC 98389B100 24,072 8,168 51.36 1,529 48.16 0.0064
2019-11-12 2019-09-30 13F XCEL ENERGY XCEL ENERGY INC 98389B100 15,904 15,904 1,032 0.0030
2019-10-04 2019-06-30 13F/A-1 XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 0 -3,800 -100.00 0 -100.00
2019-10-04 2019-03-31 13F/A-1 XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 3,800 -1,000 -20.83 213 -10.13 0.0008
2019-05-13 2019-03-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 3,800 -1,000 213
2019-10-04 2018-12-31 13F/A-1 XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 4,800 -400 -7.69 237 -3.66 0.0010
2019-02-13 2018-12-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 4,800 -400 237
2019-10-03 2018-09-30 13F/A-1 XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 5,200 -6,700 -56.30 246 -54.78 0.0008
2018-11-14 2018-09-30 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 5,200 -6,700 246
2018-08-14 2018-06-30 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 11,900 -200 -1.65 544 -1.09 0.0017
2018-05-15 2018-03-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 12,100 -2,500 -17.12 550 -21.65 0.0017
2018-02-14 2017-12-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 14,600 -8,200 -35.96 702 -34.94 0.0021
2017-11-14 2017-09-30 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 22,800 0 0.00 1,079 3.15 0.0034
2017-08-14 2017-06-30 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 22,800 0 0.00 1,046 3.16 0.0034
2017-05-15 2017-03-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 22,800 4,700 25.97 1,014 37.58 0.0034
2017-02-09 2016-12-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 18,100 1,600 9.70 737 8.54 0.0026
2016-11-14 2016-09-30 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 16,500 3,500 26.92 679 16.67 0.0026
2016-08-09 2016-06-30 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 13,000 0 0.00 582 6.99 0.0023
2016-05-13 2016-03-31 13F XCEL ENERGY XCEL ENERGY ORD SHS 98389B100 13,000 13,000 544 0.0022
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.