Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership6,621 shares
Latest Disclosed Value $ 533,984
Wetherby Asset Management Inc reports 2.87% increase in ownership of XEL / Xcel Energy Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 6,621 shares of Xcel Energy Inc. (US:XEL) valued at $533,984 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 6,436 shares of Xcel Energy Inc.. This represents a change in shares of 2.87% during the quarter. The current value of the position is $523,324 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)
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 6,621 185 2.87 534 21.69 0.0218
2025-08-14 2025-06-30 13F XCEL ENERGY COM 98389B100 6,436 -717 -10.02 438 -9.13 0.0195
2025-02-14 2024-12-31 13F XCEL ENERGY COM 98389B100 7,153 323 4.73 483 8.31 0.0232
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 6,830 150 2.25 446 25.00 0.0204
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 6,680 -315 -4.50 357 -5.07 0.0168
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 6,995 -2,448 -25.92 376 -35.79 0.0179
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 9,443 -623 -6.19 585 1.57 0.0305
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 10,066 3,281 48.36 576 36.58 0.0327
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 6,785 -320 -4.50 422 -12.11 0.0227
2023-05-12 2023-03-31 13F XCEL ENERGY COM 98389B100 7,105 -30 -0.42 479 -4.20 0.0280
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 7,135 -855 -10.70 500 -2.15 0.0321
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 7,990 1,156 16.92 511 5.58 0.0360
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 6,834 620 9.98 484 8.04 0.0330
2022-05-16 2022-03-31 13F XCEL ENERGY COM 98389B100 6,214 -137 -2.16 448 4.19 0.0257
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 6,351 588 10.20 430 19.44 0.0241
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 5,763 197 3.54 360 -1.91 0.0222
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 5,566 75 1.37 367 0.27 0.0224
2021-05-14 2021-03-31 13F XCEL ENERGY COM 98389B100 5,491 97 1.80 366 1.67 0.0279
2021-02-11 2020-12-31 13F XCEL ENERGY COM 98389B100 5,394 5,191 2,557.14 360 2,471.43 0.0244
2020-12-16 2020-09-30 13F/A-01 XCEL ENERGY COM 98389B100 5,475 -161 378 0.0346
2020-12-16 2020-09-30 13F/A-02 XCEL ENERGY COM 98389B100 203 -5,433 -96.40 14 -96.03 0.0421
2020-11-13 2020-09-30 13F XCEL ENERGY COM 98389B100 5,760 124 397 25,252.6859
2020-08-14 2020-06-30 13F XCEL ENERGY COM 98389B100 5,636 -4,982 -46.92 353 -44.84 0.0335
2020-05-06 2020-03-31 13F XCEL ENERGY COM 98389B100 10,618 1,221 12.99 640 7.20 0.0718
2020-01-28 2019-12-31 13F XCEL ENERGY COM 98389B100 9,397 37 0.40 597 -1.65 0.0588
2019-10-31 2019-09-30 13F XCEL ENERGY COM 98389B100 9,360 141 1.53 607 10.77 0.0634
2019-07-25 2019-06-30 13F XCEL ENERGY COM 98389B100 9,219 -74 -0.80 548 4.78 0.0600
2019-07-25 2019-03-31 13F/A-1 XCEL ENERGY COM 98389B100 9,293 929 11.11 523 26.94 0.0651
2019-05-09 2019-03-31 13F XCEL ENERGY COM 98389B100 9,293 929 523
2019-01-30 2018-12-31 13F XCEL ENERGY COM 98389B100 8,364 116 1.41 412 5.91 0.0583
2018-11-07 2018-09-30 13F XCEL ENERGY COM 98389B100 8,248 -948 -10.31 389 -7.38 0.0480
2018-07-24 2018-06-30 13F XCEL ENERGY COM 98389B100 9,196 -841 -8.38 420 -8.10 0.0569
2018-05-04 2018-03-31 13F XCEL ENERGY COM 98389B100 10,037 955 10.52 457 4.58 0.0631
2018-02-09 2017-12-31 13F XCEL ENERGY COM 98389B100 9,082 1,093 13.68 437 15.61 0.0606
2017-11-13 2017-09-30 13F XCEL ENERGY COM 98389B100 7,989 262 3.39 378 6.48 0.0562
2017-08-01 2017-06-30 13F XCEL ENERGY COM 98389B100 7,727 2,389 44.75 355 49.16 0.0604
2017-04-27 2017-03-31 13F XCEL ENERGY COM 98389B100 5,338 5,338 238 0.0428
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.