Xcel Energy Inc.
IT ˙ BIT ˙ US98389B1008 ˙ Electric Utilities
66,50 € 0,00 (0,00%)
2026-10-16
AKTIENPREIS
SecurityIT:1XEL / Xcel Energy Inc.
InstitutionAtria Investments Llc
Latest Disclosed Ownership56,914 shares
Latest Disclosed Value $ 4,011,327
Atria Investments Llc reports 2.67% increase in ownership of 1XEL / Xcel Energy Inc.

On October 15, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 56,914 shares of Xcel Energy Inc. (IT:1XEL) valued at $3,670,953 USD as of September 30, 2026. The entity filed a previous 13F-HR on July 28, 2026 disclosing 55,435 shares of Xcel Energy Inc.. This represents a change in shares of 2.67% during the quarter. The current value of the position is $3,784,781 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)
2026-10-15 2026-09-30 13F XCEL ENERGY Common Stock 98389B100 56,914 1,479 2.67 4,011 -9.89 0.0391
2026-07-28 2026-06-30 13F XCEL ENERGY COM 98389B100 55,435 -6,477 -10.46 4,451 -9.50 0.0446
2026-05-05 2026-03-31 13F XCEL ENERGY COM 98389B100 61,912 -9,356 -13.13 4,918 -6.56 0.0550
2026-02-05 2025-12-31 13F XCEL ENERGY COM 98389B100 71,268 3,603 5.32 5,264 -3.56 0.0598
2025-11-06 2025-09-30 13F XCEL ENERGY COM 98389B100 67,665 -69 -0.10 5,457 18.32 0.0624
2025-08-04 2025-06-30 13F XCEL ENERGY COM 98389B100 67,734 4,061 6.38 4,613 2.33 0.0545
2025-05-06 2025-03-31 13F XCEL ENERGY COM 98389B100 63,673 -20,794 -24.62 4,507 -20.97 0.0578
2025-02-06 2024-12-31 13F XCEL ENERGY COM 98389B100 84,467 3,919 4.87 5,703 8.44 0.0710
2024-11-01 2024-09-30 13F XCEL ENERGY COM 98389B100 80,548 -161 -0.20 5,260 22.02 0.0653
2024-08-13 2024-06-30 13F XCEL ENERGY COM 98389B100 80,709 16,377 25.46 4,311 24.67 0.0558
2024-05-21 2024-03-31 13F XCEL ENERGY COM 98389B100 64,332 6,310 10.88 3,458 -3.76 0.0476
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 58,022 16,952 41.28 3,592 52.85 0.0556
2023-11-07 2023-09-30 13F XCEL ENERGY COM 98389B100 41,070 -5,899 -12.56 2,350 -19.52 0.0419
2023-08-04 2023-06-30 13F XCEL ENERGY COM 98389B100 46,969 -4,524 -8.79 2,920 -15.90 0.0527
2023-05-10 2023-03-31 13F XCEL ENERGY COM 98389B100 51,493 -758 -1.45 3,473 -5.21 0.0657
2023-01-31 2022-12-31 13F XCEL ENERGY COM 98389B100 52,251 296 0.57 3,663 10.17 0.0751
2022-11-01 2022-09-30 13F XCEL ENERGY COM 98389B100 51,955 1,146 2.26 3,325 -7.51 0.0734
2022-08-11 2022-06-30 13F XCEL ENERGY COM 98389B100 50,809 4,378 9.43 3,595 7.28 0.0754
2022-05-02 2022-03-31 13F XCEL ENERGY COM 98389B100 46,431 23,969 106.71 3,351 120.32 0.0587
2022-02-04 2021-12-31 13F XCEL ENERGY COM 98389B100 22,462 3,481 18.34 1,521 28.25 0.0271
2021-11-16 2021-09-30 13F XCEL ENERGY COM 98389B100 18,981 1,892 11.07 1,186 5.33 0.0214
2021-08-10 2021-06-30 13F XCEL ENERGY COM 98389B100 17,089 7,465 77.57 1,126 94.14 0.0217
2020-08-13 2020-06-30 13F XCEL ENERGY COM 98389B100 9,624 0 0.00 580 0.00 0.0446
2020-05-15 2020-03-31 13F XCEL ENERGY COM 98389B100 9,624 1,297 15.58 580 9.64 0.0445
2020-02-11 2019-12-31 13F XCEL ENERGY COM 98389B100 8,327 4,664 127.33 529 122.27 0.0143
2019-11-14 2019-09-30 13F XCEL ENERGY COM 98389B100 3,663 3,663 238 0.0085
2019-08-09 2019-06-30 13F XCEL ENERGY COM 98389B100 148,326 148,326 2 0.0001
2019-05-15 2019-03-31 13F XCEL ENERGY COM 98389B100 0 -4,322 -100.00 0 -100.00
2019-02-12 2018-12-31 13F XCEL ENERGY COM 98389B100 4,322 4,322 213 0.0094
2016-01-14 2015-12-31 13F XCEL ENERGY COM 98389B100 0 0 0 0.0000
2015-11-12 2015-09-30 13F XCEL ENERGY COM 98389B100 19 19 530 0.0040
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.