Xcel Energy Inc.
AT ˙ WBAG ˙ US98389B1008
€ 66,00 ↓ -2,00 (-2,94%)
2026-06-04
AKTIENPREIS
SecurityAT:XCEL / Xcel Energy Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership146,612 shares
Latest Disclosed Value $ 11,646,857
Wealthfront Advisers Llc reports 5.50% increase in ownership of XCEL / Xcel Energy Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 146,612 shares of Xcel Energy Inc. (AT:XCEL) valued at $9,975,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 138,963 shares of Xcel Energy Inc.. This represents a change in shares of 5.50% during the quarter. The current value of the position is $9,676,392 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)
2026-05-05 2026-03-31 13F XCEL ENERGY COM 98389B100 146,612 7,649 5.50 11,647 13.48 0.0256
2026-01-30 2025-12-31 13F XCEL ENERGY COM 98389B100 138,963 -1,605 -1.14 10,264 -9.47 0.0229
2025-11-06 2025-09-30 13F XCEL ENERGY COM 98389B100 140,568 24,913 21.54 11,337 43.93 0.0266
2025-07-31 2025-06-30 13F XCEL ENERGY COM 98389B100 115,655 -24,641 -17.56 7,876 -20.69 0.0203
2025-05-02 2025-03-31 13F XCEL ENERGY COM 98389B100 140,296 2,261 1.64 9,932 6.56 0.0267
2025-04-01 2024-12-31 13F/A-1 XCEL ENERGY COM 98389B100 138,035 53,177 62.67 9,320 68.20 0.0272
2024-11-12 2024-09-30 13F XCEL ENERGY COM 98389B100 84,858 44,078 108.09 5,541 154.41 0.0170
2024-08-14 2024-06-30 13F XCEL ENERGY COM 98389B100 40,780 10,722 35.67 2,178 34.86 0.0073
2024-04-19 2024-03-31 13F XCEL ENERGY COM 98389B100 30,058 -20,142 -40.12 1,616 -48.02 0.0057
2024-02-09 2023-12-31 13F XCEL ENERGY COM 98389B100 50,200 6,664 15.31 3,108 24.73 0.0119
2023-11-01 2023-09-30 13F XCEL ENERGY COM 98389B100 43,536 4,434 11.34 2,491 2.51 0.0107
2023-08-07 2023-06-30 13F XCEL ENERGY COM 98389B100 39,102 -430 -1.09 2,431 -8.85 0.0103
2023-04-28 2023-03-31 13F XCEL ENERGY COM 98389B100 39,532 -17,146 -30.25 2,666 -32.90 0.0121
2023-02-10 2022-12-31 13F XCEL ENERGY COM 98389B100 56,678 -15,341 -21.30 3,974 -13.80 0.0193
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 72,019 -970 -1.33 4,609 -10.76 0.0245
2022-07-20 2022-06-30 13F XCEL ENERGY COM 98389B100 72,989 1,770 2.49 5,165 0.49 0.0260
2022-05-16 2022-03-31 13F XCEL ENERGY COM 98389B100 71,219 23,912 50.55 5,140 60.47 0.0225
2022-01-21 2021-12-31 13F XCEL ENERGY COM 98389B100 47,307 11,232 31.14 3,203 42.10 0.0135
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 36,075 -17,842 -33.09 2,254 -36.54 0.0104
2021-08-16 2021-06-30 13F XCEL ENERGY COM 98389B100 53,917 15,747 41.25 3,552 39.90 0.0169
2021-05-14 2021-03-31 13F XCEL ENERGY COM 98389B100 38,170 1,088 2.93 2,539 2.71 0.0136
2021-02-16 2020-12-31 13F XCEL ENERGY COM 98389B100 37,082 -856 -2.26 2,472 -5.58 0.0149
2020-11-16 2020-09-30 13F XCEL ENERGY COM 98389B100 37,938 -370 -0.97 2,618 9.36 0.0187
2020-08-14 2020-06-30 13F XCEL ENERGY COM 98389B100 38,308 -12,387 -24.43 2,394 -21.69 0.0186
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 50,695 597 1.19 3,057 -3.90 0.0278
2020-01-21 2019-12-31 13F XCEL ENERGY COM 98389B100 50,098 430 0.87 3,181 -1.30 0.0236
2019-10-15 2019-09-30 13F XCEL ENERGY COM 98389B100 49,668 3,708 8.07 3,223 17.89 0.0270
2019-08-13 2019-06-30 13F XCEL ENERGY COM 98389B100 45,960 77 0.17 2,734 6.01 0.0238
2019-05-13 2019-03-31 13F XCEL ENERGY COM 98389B100 45,883 3,777 8.97 2,579 24.29 0.0239
2019-02-14 2018-12-31 13F XCEL ENERGY COM 98389B100 42,106 42,106 2,075 0.0221
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.