Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
€ 66,00 ↓ -2,00 (-2,94%)
2026-06-04
AKTIENPREIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionFiduciary Trust Co
Latest Disclosed Ownership2,746 shares
Latest Disclosed Value $ 218,120
Fiduciary Trust Co ownership in XCEL / Xcel Energy Inc.

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 2,746 shares of Xcel Energy Inc. (AT:XCEL) valued at $186,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Xcel Energy Inc.. The current value of the position is $181,236 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)
2026-05-15 2026-03-31 13F XCEL ENERGY COM 98389B100 2,746 2,746 218 0.0015
2026-02-13 2025-12-31 13F XCEL ENERGY COM 98389B100 0 -3,013 -100.00 0 -100.00
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 3,013 3,013 243 0.0028
2024-05-14 2024-03-31 13F XCEL ENERGY COM 98389B100 0 -16,931 -100.00 0 -100.00
2024-02-12 2023-12-31 13F XCEL ENERGY COM 98389B100 16,931 6,414 60.99 1,048 74.38 0.0175
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 10,517 -813 -7.18 602 -14.63 0.0110
2023-08-01 2023-06-30 13F XCEL ENERGY COM 98389B100 11,330 -1,002 -8.13 704 -15.28 0.0124
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 12,332 3,076 33.23 832 28.24 0.0154
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 9,256 12 0.13 649 9.64 0.0126
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 9,244 -101 -1.08 591 -10.59 0.0128
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 9,345 -1,961 -17.34 661 -19.00 0.0139
2022-05-12 2022-03-31 13F XCEL ENERGY COM 98389B100 11,306 7,125 170.41 816 187.32 0.0146
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 4,181 -15,003 -78.21 284 -76.31 0.0047
2021-11-12 2021-09-30 13F XCEL ENERGY COM 98389B100 19,184 -233 -1.20 1,199 -6.25 0.0213
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 19,417 2,218 12.90 1,279 11.80 0.0248
2021-05-19 2021-03-31 13F XCEL ENERGY COM 98389B100 17,199 -5,122 -22.95 1,144 -23.12 0.0232
2021-01-26 2020-12-31 13F XCEL ENERGY COM 98389B100 22,321 14,985 204.27 1,488 193.49 0.0310
2020-11-13 2020-09-30 13F XCEL ENERGY COM 98389B100 7,336 -451 -5.79 507 4.32 0.0119
2020-08-13 2020-06-30 13F XCEL ENERGY COM 98389B100 7,787 41 0.53 486 4.07 0.0120
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 7,746 -385 -4.73 467 -9.67 0.0136
2020-02-04 2019-12-31 13F XCEL ENERGY COM 98389B100 8,131 -1,054 -11.48 517 -13.26 0.0121
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 9,185 -390 -4.07 596 4.56 0.0150
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 9,575 -760 -7.35 570 -1.89 0.0150
2019-05-07 2019-03-31 13F XCEL ENERGY COM 98389B100 10,335 84 0.82 581 15.05 0.0156
2019-01-29 2018-12-31 13F XCEL ENERGY COM 98389B100 10,251 137 1.35 505 5.87 0.0155
2018-11-13 2018-09-30 13F XCEL ENERGY COM 98389B100 10,114 -350 -3.34 477 -0.21 0.0134
2018-08-03 2018-06-30 13F XCEL ENERGY COM 98389B100 10,464 3,064 41.41 478 41.84 0.0145
2018-05-07 2018-03-31 13F XCEL ENERGY COM 98389B100 7,400 -10 -0.13 337 -5.34 0.0104
2018-01-29 2017-12-31 13F XCEL ENERGY COM 98389B100 7,410 0 0.00 356 1.71 0.0106
2017-11-02 2017-09-30 13F XCEL ENERGY COM 98389B100 7,410 -150 -1.98 350 0.86 0.0108
2017-08-09 2017-06-30 13F XCEL ENERGY COM 98389B100 7,560 0 0.00 347 3.27 0.0106
2017-05-15 2017-03-31 13F XCEL ENERGY COM 98389B100 7,560 7 0.09 336 9.45 0.0103
2017-02-14 2016-12-31 13F XCEL ENERGY COM 98389B100 7,553 739 10.85 307 9.25 0.0099
2016-11-14 2016-09-30 13F XCEL ENERGY COM 98389B100 6,814 0 0.00 281 -7.87 0.0096
2016-08-12 2016-06-30 13F XCEL ENERGY COM 98389B100 6,814 59 0.87 305 8.16 0.0107
2016-05-16 2016-03-31 13F XCEL ENERGY COM 98389B100 6,755 -17 -0.25 282 16.05 0.0100
2016-02-03 2015-12-31 13F XCEL ENERGY INC COM COMMON 98389B100 6,772 0 0.00 243 1.25 0.0103
2015-11-10 2015-09-30 13F XCEL ENERGY INC COM COMMON 98389B100 6,772 -147 -2.12 240 7.62 0.0108
2015-08-10 2015-06-30 13F XCEL ENERGY INC COM Common 98389B100 6,919 0 0.00 223 -7.47 0.0093
2015-04-28 2015-03-31 13F XCEL ENERGY INC COM COMMON 98389B100 6,919 0 0.00 241 -2.82 0.0100
2015-01-26 2014-12-31 13F XCEL ENERGY INC COM Common 98389B100 6,919 0 0.00 248 18.10 0.0104
2014-11-03 2014-09-30 13F XCEL ENERGY INC COM Common 98389B100 6,919 0 0.00 210 -5.83 0.0093
2014-07-25 2014-06-30 13F XCEL ENERGY INC COM Common 98389B100 6,919 0 0.00 223 6.19 0.0095
2014-05-13 2014-03-31 13F XCEL ENERGY INC COM Common 98389B100 6,919 6,919 210 0.0093
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.