Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership2,090 shares
Latest Disclosed Value $ 168,015
Whittier Trust Co reports 25.00% increase in ownership of XEL / Xcel Energy Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 2,090 shares of Xcel Energy Inc. (US:XEL) valued at $166,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,672 shares of Xcel Energy Inc.. This represents a change in shares of 25.00% during the quarter. The current value of the position is $161,745 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)
2026-04-28 2026-03-31 13F XCEL ENERGY common 98389B100 2,090 418 25.00 168 35.48 0.0010
2026-01-26 2025-12-31 13F XCEL ENERGY common 98389B100 1,672 6 0.36 124 -6.77 0.0013
2025-10-31 2025-09-30 13F XCEL ENERGY common 98389B100 1,666 -642 -27.82 134 -15.29 0.0015
2025-07-30 2025-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,308 78 3.50 157 0.00 0.0019
2025-05-02 2025-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,230 0 0.00 158 4.67 0.0022
2025-02-11 2024-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,230 0 0.00 151 3.45 0.0020
2024-10-21 2024-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,230 0 0.00 146 21.85 0.0019
2024-07-29 2024-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,230 -411 -15.56 119 -15.60 0.0017
2024-05-02 2024-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,641 411 18.43 142 2.17 0.0021
2024-01-11 2023-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 2,230 -1,296 -36.76 138 -31.34 0.0022
2023-10-27 2023-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 3,526 0 0.00 202 -8.22 0.0036
2023-07-24 2023-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 3,526 0 0.00 219 -7.59 0.0038
2023-04-21 2023-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 3,526 -1,564 -30.73 238 -33.43 0.0043
2023-01-25 2022-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 5,090 1,545 43.58 357 56.83 0.0069
2022-10-21 2022-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 3,545 -6,400 -64.35 227 -67.76 0.0048
2022-07-28 2022-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 9,945 0 0.00 704 -1.95 0.0142
2022-04-29 2022-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 9,945 64 0.65 718 7.32 0.0121
2022-01-19 2021-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 9,881 1,500 17.90 669 27.67 0.0109
2021-11-01 2021-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,381 0 0.00 524 -5.07 0.0095
2021-07-29 2021-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,381 0 0.00 552 -0.90 0.0098
2021-04-26 2021-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,381 0 0.00 557 -0.36 0.0108
2021-01-29 2020-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,381 972 13.12 559 9.39 0.0119
2020-10-30 2020-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 7,409 0 0.00 511 10.37 0.0122
2020-07-10 2020-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 7,409 0 0.00 463 3.58 0.0129
2020-04-27 2020-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 7,409 -316 -4.09 447 -8.78 0.0146
2020-01-31 2019-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 7,725 -820 -9.60 490 -11.55 0.0129
2019-10-18 2019-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,545 0 0.00 554 9.06 0.0159
2019-07-23 2019-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,545 0 0.00 508 5.83 0.0149
2019-04-29 2019-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,545 -156 -1.79 480 11.89 0.0147
2019-02-07 2018-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,701 168 1.97 429 6.45 0.0148
2018-10-23 2018-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,533 0 0.00 403 3.33 0.0126
2018-07-27 2018-06-30 13F/A-1 XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,533 -149 -1.72 390 -1.27 0.0129
2018-07-20 2018-06-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 24,708 16,026 796
2018-05-01 2018-03-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,682 0 0.00 395 -5.50 0.0133
2018-02-07 2017-12-31 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 8,682 -9,498 -52.24 418 -51.40 0.0146
2017-10-23 2017-09-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 18,180 0 0.00 860 3.12 0.0313
2017-07-20 2017-06-30 13F XCEL ENERGY INC COM US LARGE-CAP EQUITIES 98389B100 18,180 0 0.00 834 3.22 0.0322
2017-04-26 2017-03-31 13F XCEL ENERGY US LARGE CAP EQUITIES 98389B100 18,180 149 0.83 808 10.08 0.0326
2017-01-18 2016-12-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 0 0.00 734 -1.08 0.0312
2016-11-10 2016-09-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 0 0.00 742 -8.05 0.0323
2016-07-28 2016-06-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 0 0.00 807 7.03 0.0356
2016-04-28 2016-03-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 0 0.00 754 16.54 0.0333
2016-02-10 2015-12-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 0 0.00 647 1.41 0.0294
2015-11-12 2015-09-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 0 0.00 638 10.00 0.0310
2015-08-13 2015-06-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 18,031 -3,039 -14.42 580 -20.87 0.0257
2015-05-05 2015-03-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 21,070 21,070 0.00 733 0.0336
2015-02-04 2014-12-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 0 -24,708 -100.00 0 -100.00
2014-11-07 2014-09-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 24,708 0 0.00 751 -5.65 0.0366
2014-08-04 2014-06-30 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 24,708 1,093 4.63 796 11.02 0.0393
2014-05-01 2014-03-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 23,615 0 0.00 717 8.64 0.0367
2014-02-05 2013-12-31 13F XCEL ENERGY INC COM US LARGE CAP EQUITIES 98389B100 23,615 0 0.00 660 1.23 0.0338
2013-11-18 2013-09-30 13F XCEL ENERGY COM 98389B100 23,615 0 0.00 652 -2.54 0.0353
2013-08-14 2013-06-30 13F XCEL ENERGY COM 98389B100 23,615 23,615 669 0.0375
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.