Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
€ 66,00 ↓ -2,00 (-2,94%)
2026-06-04
AKTIENPREIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership7,169,719 shares
Latest Disclosed Value $ 569,562,718
Morgan Stanley reports 2.53% increase in ownership of XCEL / Xcel Energy Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 7,169,719 shares of Xcel Energy Inc. (AT:XCEL) valued at $487,827,681 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 6,993,126 shares of Xcel Energy Inc.. This represents a change in shares of 2.53% during the quarter. The current value of the position is $473,201,454 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 7,169,719 176,593 2.53 569,563 10.27 0.0343
2026-05-27 2025-12-31 13F/A-1 XCEL ENERGY COM 98389B100 6,993,126 -195,651 -2.72 516,513 -10.91 0.0308
2026-02-13 2025-12-31 13F XCEL ENERGY COM 98389B100 6,993,126 -195,651 516,513 0.0308
2026-05-27 2025-09-30 13F/A-1 XCEL ENERGY COM 98389B100 7,188,777 473,581 7.05 579,775 26.78 0.0351
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 7,188,777 473,581 579,775 0.0351
2025-08-15 2025-06-30 13F XCEL ENERGY COM 98389B100 6,715,196 447,965 7.15 457,305 3.08 0.0298
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 6,267,231 -1,019,324 -13.99 443,658 -9.82 0.0317
2025-05-15 2024-12-31 13F/A-1 XCEL ENERGY COM 98389B100 7,286,555 323,062 4.64 491,988 8.20 0.0345
2025-02-14 2024-12-31 13F XCEL ENERGY COM 98389B100 7,286,555 323,062 491,988 0.0345
2025-05-14 2024-09-30 13F/A-2 XCEL ENERGY COM 98389B100 6,963,493 -542,385 -7.23 454,716 13.43 0.0330
2025-02-14 2024-09-30 13F/A-1 XCEL ENERGY COM 98389B100 6,963,493 -542,385 454,716 0.0330
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 6,963,493 -542,385 454,716 0.0330
2025-05-14 2024-06-30 13F/A-2 XCEL ENERGY COM 98389B100 7,505,878 -1,485,020 -16.52 400,889 -17.04 0.0310
2024-10-17 2024-06-30 13F/A-1 XCEL ENERGY COM 98389B100 7,505,878 -1,485,020 400,889 0.0310
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 7,505,878 -1,485,020 400,889 0.0310
2024-10-17 2024-03-31 13F/A-2 XCEL ENERGY COM 98389B100 8,990,898 2,981,348 49.61 483,261 29.89 0.0388
2024-08-16 2024-03-31 13F/A-1 XCEL ENERGY COM 98389B100 8,990,898 2,981,348 483,261 0.0045
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 8,990,898 2,981,348 483,261 0.0388
2024-08-16 2023-12-31 13F/A-1 XCEL ENERGY COM 98389B100 6,009,550 638,671 11.89 372,051 21.06 0.0328
2024-02-13 2023-12-31 13F XCEL ENERGY COM 98389B100 6,009,550 638,671 372,051 0.0328
2023-11-15 2023-09-30 13F XCEL ENERGY COM 98389B100 5,370,879 -529,959 -8.98 307,322 -16.23 0.0313
2023-08-14 2023-06-30 13F XCEL ENERGY COM 98389B100 5,900,838 925,230 18.60 366,855 9.33 0.0362
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 4,975,608 3,137 0.06 335,555 -3.75 0.0360
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 4,972,471 999,186 25.15 348,620 37.09 0.0396
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 3,973,285 -354,224 -8.19 254,291 -16.96 0.0347
2022-10-27 2022-06-30 13F/A-1 XCEL ENERGY COM 98389B100 4,327,509 2,429,773 128.04 306,214 123.58 0.0397
2022-08-15 2022-06-30 13F XCEL ENERGY COM 98389B100 4,327,509 2,429,773 306,214 0.0080
2022-10-27 2022-03-31 13F/A-1 XCEL ENERGY COM 98389B100 1,897,736 -57,085 -2.92 136,960 3.49 0.0185
2022-05-13 2022-03-31 13F XCEL ENERGY COM 98389B100 1,897,736 -57,085 136,960 0.0185
2022-02-14 2021-12-31 13F XCEL ENERGY COM 98389B100 1,954,821 -48,748 -2.43 132,342 5.68 0.0163
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 2,003,569 281,347 16.34 125,224 10.37 0.0169
2021-08-23 2021-06-30 13F/A-1 XCEL ENERGY COM 98389B100 1,722,222 307,473 21.73 113,459 20.58 0.0150
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 1,722,222 307,473 113,459 0.0031
2021-05-17 2021-03-31 13F XCEL ENERGY COM 98389B100 1,414,749 -408,247 -22.39 94,094 -22.58 0.0138
2021-02-16 2020-12-31 13F XCEL ENERGY COM 98389B100 1,822,996 -14,211 -0.77 121,538 -4.14 0.0188
2020-11-13 2020-09-30 13F XCEL ENERGY COM 98389B100 1,837,207 311,285 20.40 126,785 32.94 0.0245
2020-08-14 2020-06-30 13F XCEL ENERGY COM 98389B100 1,525,922 35,489 2.38 95,370 6.12 0.0211
2020-05-26 2020-03-31 13F/A-1 XCEL ENERGY COM 98389B100 1,490,433 52,847 3.68 89,872 -1.53 0.0244
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 1,490,433 52,847 89,872 6,904.0431
2020-02-14 2019-12-31 13F XCEL ENERGY COM 98389B100 1,437,586 135,967 10.45 91,272 8.06 0.0212
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 1,301,619 23,507 1.84 84,462 11.08 0.0224
2019-08-14 2019-06-30 13F XCEL ENERGY COM 98389B100 1,278,112 88,756 7.46 76,034 13.73 0.0202
2019-05-15 2019-03-31 13F XCEL ENERGY COM 98389B100 1,189,356 -332,361 -21.84 66,853 -10.83 0.0189
2019-02-14 2018-12-31 13F XCEL ENERGY COM 98389B100 1,521,717 -215,201 -12.39 74,975 -8.57 0.0224
2019-04-23 2018-09-30 13F/A-2 XCEL ENERGY COM 98389B100 1,736,918 -279,250 -13.85 82,000 -10.96 0.0205
2018-11-20 2018-09-30 13F/A-1 XCEL ENERGY COM 98389B100 1,736,918 0 82,000 0.0205
2018-11-14 2018-09-30 13F XCEL ENERGY COM 98389B100 1,736,918 -279,250 82,000
2019-04-23 2018-06-30 13F/A-1 XCEL ENERGY COM 98389B100 2,016,168 767,419 61.46 92,098 62.16 0.0249
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 2,016,168 767,419 92,098
2019-04-23 2018-03-31 13F/A-1 XCEL ENERGY COM 98389B100 1,248,749 -713,766 -36.37 56,793 -39.85 0.0158
2018-05-14 2018-03-31 13F XCEL ENERGY COM 98389B100 1,248,749 -713,766 56,793
2019-04-23 2017-12-31 13F/A-1 XCEL ENERGY COM 98389B100 1,962,515 -11,212 -0.57 94,419 1.10 0.0258
2018-02-14 2017-12-31 13F XCEL ENERGY COM 98389B100 1,962,515 -11,212 94,419
2017-11-14 2017-09-30 13F XCEL ENERGY COM 98389B100 1,973,727 487,228 32.78 93,396 36.94 0.0280
2017-08-11 2017-06-30 13F XCEL ENERGY COM 98389B100 1,486,499 571,697 62.49 68,201 67.73 0.0206
2017-05-22 2017-03-31 13F/A-1 XCEL ENERGY COM 98389B100 914,802 -576,077 -38.64 40,662 -32.99 0.0125
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 914,802 40,662
2017-02-22 2016-12-31 13F/A-1 XCEL ENERGY COM 98389B100 1,490,879 -77,071 -4.92 60,680 -5.93 0.0199
2017-02-13 2016-12-31 13F XCEL ENERGY COM 98389B100 1,490,879 60,680
2016-11-10 2016-09-30 13F XCEL ENERGY COM 98389B100 1,567,950 626,625 66.57 64,505 53.03 0.0220
2016-08-12 2016-06-30 13F XCEL ENERGY COM 98389B100 941,325 23,553 2.57 42,151 9.82 0.0152
2016-05-12 2016-03-31 13F XCEL ENERGY COM 98389B100 917,772 279,184 43.72 38,381 67.37 0.0148
2016-02-09 2015-12-31 13F XCEL ENERGY COM 98389B100 638,588 -281,568 -30.60 22,932 -29.62 0.0083
2016-02-08 2015-09-30 13F/A-1 XCEL ENERGY COM 98389B100 920,156 151,363 19.69 32,581 31.69 0.0120
2015-11-09 2015-09-30 13F XCEL ENERGY COM 98389B100 920,156 32,581
2015-08-12 2015-06-30 13F XCEL ENERGY COM 98389B100 768,793 -261,749 -25.40 24,740 -31.04 0.0086
2015-05-14 2015-03-31 13F XCEL ENERGY COM 98389B100 1,030,542 -680,771 -39.78 35,875 -41.64 0.0132
2015-02-13 2014-12-31 13F XCEL ENERGY COM 98389B100 1,711,313 647,753 60.90 61,470 90.12 0.0225
2014-12-16 2014-09-30 13F/A-1 XCEL ENERGY COM 98389B100 1,063,560 34,791 3.38 32,332 3.52 0.0124
2014-11-14 2014-09-30 13F XCEL ENERGY COM 98389B100 1,063,560 32,332
2014-05-13 2014-03-31 13F XCEL ENERGY COM 98389B100 1,028,769 67,085 6.98 31,232 16.24 0.0131
2014-02-13 2013-12-31 13F XCEL ENERGY COM 98389B100 961,684 174,999 22.25 26,869 23.71 0.0114
2013-11-13 2013-09-30 13F XCEL ENERGY INC COM STK COM 98389B100 786,685 -553,024 -41.28 21,719 -42.79 0.0103
2013-08-08 2013-06-30 13F XCEL ENERGY INC COM STK COM 98389B100 1,339,709 1,339,709 37,965 0.0192
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.