Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionArgent Trust Co
Latest Disclosed Ownership16,995 shares
Latest Disclosed Value $ 1,350,082
Argent Trust Co reports 34.35% increase in ownership of XEL / Xcel Energy Inc.

On May 13, 2026 - Argent Trust Co filed a 13F-HR form disclosing ownership of 16,995 shares of Xcel Energy Inc. (US:XEL) valued at $1,350,083 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,650 shares of Xcel Energy Inc.. This represents a change in shares of 34.35% during the quarter. The current value of the position is $1,315,243 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)
2026-05-13 2026-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 16,995 4,345 34.35 1,350 44.54 0.0178
2026-02-10 2025-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 12,650 -246 -1.91 934 -10.19 0.0320
2025-11-12 2025-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 12,896 808 6.68 1,040 26.37 0.0369
2025-08-12 2025-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 12,088 1,359 12.67 823 8.43 0.0311
2025-05-09 2025-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,729 948 9.69 760 15.00 0.0312
2025-02-13 2024-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 9,781 0 0.00 660 3.45 0.0269
2024-11-13 2024-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 9,781 -83 -0.84 639 21.29 0.0264
2024-08-12 2024-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 9,864 885 9.86 527 9.13 0.0232
2024-05-10 2024-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 8,979 -1,182 -11.63 483 -23.37 0.0217
2024-02-09 2023-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 10,161 1,329 15.05 629 24.55 0.0313
2023-11-08 2023-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 8,832 810 10.10 505 1.41 0.0277
2023-08-11 2023-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 8,022 1,154 16.80 499 7.56 0.0270
2023-05-12 2023-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,868 -9 -0.13 463 -3.94 0.0293
2023-02-10 2022-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,877 0 0.00 482 9.30 0.0319
2022-11-10 2022-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,877 500 7.84 441 -2.22 0.0319
2022-08-11 2022-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,377 53 0.84 451 -1.31 0.0309
2022-05-11 2022-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,324 0 0.00 457 6.78 0.0279
2022-02-09 2021-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,324 0 0.00 428 8.35 0.0251
2021-11-09 2021-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,324 0 0.00 395 -5.28 0.0254
2021-08-09 2021-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,324 -45 -0.71 417 -1.42 0.0274
2021-05-12 2021-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,369 132 2.12 423 1.68 0.0297
2021-02-11 2020-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,237 0 0.00 416 -3.48 0.0321
2020-11-13 2020-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,237 -250 -3.85 431 6.42 0.0380
2020-08-04 2020-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,487 -307 -4.52 405 -1.22 0.0379
2020-05-11 2020-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,794 0 0.00 410 -4.87 0.0461
2020-02-11 2019-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,794 157 2.37 431 0.00 0.0383
2019-11-12 2019-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 6,637 1,000 17.74 431 28.66 0.0416
2019-08-13 2019-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 5,637 5,637 335 0.0340
2016-05-10 2016-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 0 -6,446 -100.00 0 -100.00
2016-02-11 2015-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,446 -864 -11.82 231 -10.81 0.1150
2015-11-06 2015-09-30 13F XCEL ENERGY COMMON STOCK 98389B100 7,310 -100 -1.35 259 9.28 0.1472
2015-08-10 2015-06-30 13F XCEL ENERGY COMMON STOCK 98389B100 7,410 273 3.83 237 -4.44 0.1194
2015-05-07 2015-03-31 13F XCEL ENERGY COMMON STOCK 98389B100 7,137 339 4.99 248 1.64 0.1253
2015-02-13 2014-12-31 13F XCEL ENERGY COMMON STOCK 98389B100 6,798 6,798 244 0.1467
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.