Xcel Energy Inc.
IT ˙ BIT ˙ US98389B1008 ˙ Electric Utilities
66,50 € 0,00 (0,00%)
2026-10-16
AKTIENPREIS
SecurityIT:1XEL / Xcel Energy Inc.
InstitutionIFM Investors Pty Ltd
Latest Disclosed Ownership197,122 shares
Latest Disclosed Value $ 13,893,159
IFM Investors Pty Ltd reports 29.22% increase in ownership of 1XEL / Xcel Energy Inc.

On October 13, 2026 - IFM Investors Pty Ltd filed a 13F-HR form disclosing ownership of 197,122 shares of Xcel Energy Inc. (IT:1XEL) valued at $12,714,369 USD as of September 30, 2026. The entity filed a previous 13F-HR on July 21, 2026 disclosing 152,549 shares of Xcel Energy Inc.. This represents a change in shares of 29.22% during the quarter. The current value of the position is $13,108,613 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)
2026-10-13 2026-09-30 13F XCEL ENERGY COM 98389B100 197,122 44,573 29.22 13,893 13.42 0.0870
2026-07-21 2026-06-30 13F XCEL ENERGY COM 98389B100 152,549 18,675 13.95 12,250 15.19 0.0811
2026-04-24 2026-03-31 13F XCEL ENERGY COM 98389B100 133,874 3,885 2.99 10,635 118,055.56 0.0887
2026-02-12 2025-12-31 13F XCEL ENERGY COM 98389B100 129,989 532 0.41 10 -99.91 0.0801
2025-10-15 2025-09-30 13F XCEL ENERGY COM 98389B100 129,457 2,737 2.16 10,263 18.94 0.0902
2025-07-11 2025-06-30 13F XCEL ENERGY COM 98389B100 126,720 1,423 1.14 8,630 -2.71 0.0822
2025-05-21 2025-03-31 13F/A-1 XCEL ENERGY COM 98389B100 125,297 -35,702 -22.18 8,870 -18.41 0.0961
2025-04-29 2025-03-31 13F XCEL ENERGY COM 98389B100 159,911 -1,088 10,442 0.1009
2025-04-29 2024-12-31 13F XCEL ENERGY COM 98389B100 160,999 1,088 0.68 10,871 4.10 0.1105
2024-10-23 2024-09-30 13F XCEL ENERGY COM 98389B100 159,911 -31,863 -16.61 10,442 1.95 0.1002
2024-08-15 2024-06-30 13F XCEL ENERGY COM 98389B100 191,774 2,529 1.34 10,243 0.70 0.1039
2024-04-22 2024-03-31 13F XCEL ENERGY COM 98389B100 189,245 2,682 1.44 10,172 92,363.64 0.1109
2024-01-12 2023-12-31 13F XCEL ENERGY COM 98389B100 186,563 510 0.27 12 -99.90 0.1406
2023-10-26 2023-09-30 13F XCEL ENERGY COM 98389B100 186,053 7,943 4.46 10,646 -3.87 0.1400
2023-07-27 2023-06-30 13F XCEL ENERGY COM 98389B100 178,110 45,563 34.37 11,073 23.89 0.1450
2023-05-11 2023-03-31 13F XCEL ENERGY COM 98389B100 132,547 2,314 1.78 8,939 -2.10 0.1356
2023-02-14 2022-12-31 13F XCEL ENERGY COM 98389B100 130,233 -33,730 -20.57 9,131 -13.00 0.1533
2022-10-12 2022-09-30 13F XCEL ENERGY COM 98389B100 163,963 654 0.40 10,494 -9.19 0.1907
2022-07-15 2022-06-30 13F XCEL ENERGY COM 98389B100 163,309 -2,745 -1.65 11,556 -3.57 0.2027
2022-05-06 2022-03-31 13F/A-1 XCEL ENERGY COM 98389B100 166,054 101,131 155.77 11,984 172.67 0.1859
2022-04-13 2022-03-31 13F XCEL ENERGY COM 98389B100 166,054 101,131 11,984 0.1875
2022-01-18 2021-12-31 13F XCEL ENERGY COM 98389B100 64,923 -1,954 -2.92 4,395 5.14 0.0806
2021-10-13 2021-09-30 13F XCEL ENERGY COM 98389B100 66,877 -141 -0.21 4,180 -5.32 0.0865
2021-07-16 2021-06-30 13F XCEL ENERGY COM 98389B100 67,018 11,491 20.69 4,415 19.55 0.0902
2021-05-05 2021-03-31 13F XCEL ENERGY COM 98389B100 55,527 6,866 14.11 3,693 13.84 0.0988
2021-01-13 2020-12-31 13F XCEL ENERGY COM 98389B100 48,661 7,363 17.83 3,244 13.82 0.1031
2020-10-16 2020-09-30 13F XCEL ENERGY COM 98389B100 41,298 4,709 12.87 2,850 24.62 0.1195
2020-07-13 2020-06-30 13F XCEL ENERGY COM 98389B100 36,589 -15,017 -29.10 2,287 -29.15 0.1176
2020-04-09 2020-03-31 13F XCEL ENERGY COM 98389B100 51,606 -1,067 -2.03 3,228 -3.47 0.1445
2020-01-13 2019-12-31 13F XCEL ENERGY COM 98389B100 52,673 -2,159 -3.94 3,344 -6.01 0.1180
2019-11-01 2019-09-30 13F XCEL ENERGY COM 98389B100 54,832 18,383 50.43 3,558 64.11 0.1315
2019-07-16 2019-06-30 13F XCEL ENERGY COM 98389B100 36,449 3,073 9.21 2,168 15.57 0.1232
2019-04-18 2019-03-31 13F XCEL ENERGY COM 98389B100 33,376 4,137 14.15 1,876 30.19 0.1204
2019-01-23 2018-12-31 13F XCEL ENERGY COM 98389B100 29,239 2,839 10.75 1,441 15.65 0.1165
2018-10-22 2018-09-30 13F XCEL ENERGY COM 98389B100 26,400 3,782 16.72 1,246 20.62 0.0946
2018-07-09 2018-06-30 13F XCEL ENERGY COM 98389B100 22,618 7,084 45.60 1,033 46.32 0.0976
2018-05-10 2018-03-31 13F XCEL ENERGY COM 98389B100 15,534 1,034 7.13 706 1.15 0.1016
2018-01-29 2017-12-31 13F XCEL ENERGY COM 98389B100 14,500 0 0.00 698 1.75 0.1102
2017-11-15 2017-09-30 13F XCEL ENERGY COM 98389B100 14,500 469 3.34 686 6.52 0.1158
2017-11-21 2017-06-30 13F/A-1 XCEL ENERGY COM 98389B100 14,031 3,848 37.79 644 42.16 0.1159
2017-08-09 2017-06-30 13F XCEL ENERGY COM 98389B100 14,031 3,848 644
2017-11-21 2017-03-31 13F/A-3 XCEL ENERGY COM 98389B100 10,183 3,767 58.71 453 73.56 0.1145
2017-08-17 2017-03-31 13F/A-2 XCEL ENERGY COM 98389B100 10,183 0 453 0.1799
2017-02-16 2016-12-31 13F XCEL ENERGY COM 98389B100 6,416 6,416 261 0.1229
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.