Xcel Energy Inc.
US ˙ NasdaqGS ˙ US98389B1008

SecurityXEL / Xcel Energy Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership68,222 shares
Latest Disclosed Value $ 5,419,592
Cwm, Llc reports 0.50% increase in ownership of XEL / Xcel Energy Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 68,222 shares of Xcel Energy Inc. (US:XEL) valued at $5,419,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 67,885 shares of Xcel Energy Inc.. This represents a change in shares of 0.50% during the quarter. The current value of the position is $5,279,701 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)
2026-05-14 2026-03-31 13F XCEL ENERGY COM 98389B100 68,222 337 0.50 5,420 108,280.00 0.0142
2026-01-26 2025-12-31 13F XCEL ENERGY COM 98389B100 67,885 4,896 7.77 5 0.00 0.0136
2025-10-15 2025-09-30 13F XCEL ENERGY COM 98389B100 62,989 -6,429 -9.26 5 25.00 0.0153
2025-07-25 2025-06-30 13F XCEL ENERGY COM 98389B100 69,418 -1,321 -1.87 5 -20.00 0.0167
2025-05-01 2025-03-31 13F XCEL ENERGY COM 98389B100 70,739 -12,034 -14.54 5 0.00 0.0200
2025-02-04 2024-12-31 13F XCEL ENERGY COM 98389B100 82,773 10,487 14.51 6 25.00 0.0232
2024-10-08 2024-09-30 13F XCEL ENERGY COM 98389B100 72,286 35,363 95.77 5 300.00 0.0203
2024-07-10 2024-06-30 13F XCEL ENERGY COM 98389B100 36,923 3,838 11.60 2 0.00 0.0093
2024-04-05 2024-03-31 13F XCEL ENERGY COM 98389B100 33,085 2,060 6.64 2 0.00 0.0086
2024-02-01 2023-12-31 13F XCEL ENERGY COM 98389B100 31,025 6,167 24.81 2 0.00 0.0103
2023-10-11 2023-09-30 13F XCEL ENERGY COM 98389B100 24,858 -1,361 -5.19 1 0.00 0.0087
2023-08-03 2023-06-30 13F XCEL ENERGY COM 98389B100 26,219 1,389 5.59 2 0.00 0.0101
2023-05-01 2023-03-31 13F XCEL ENERGY COM 98389B100 24,830 3,698 17.50 2 0.00 0.0113
2023-02-01 2022-12-31 13F XCEL ENERGY COM 98389B100 21,132 -6,320 -23.02 1 -99.94 0.0109
2022-10-27 2022-09-30 13F XCEL ENERGY COM 98389B100 27,452 4,482 19.51 1,757 8.12 0.0140
2022-07-28 2022-06-30 13F XCEL ENERGY COM 98389B100 22,970 2,791 13.83 1,625 11.61 0.0126
2022-04-21 2022-03-31 13F XCEL ENERGY COM 98389B100 20,179 2,243 12.51 1,456 19.93 0.0103
2022-01-31 2021-12-31 13F XCEL ENERGY COM 98389B100 17,936 -403,252 -95.74 1,214 -95.62 0.0085
2021-09-15 2021-06-30 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2021-07-29 2021-06-30 13F XCEL ENERGY COM 98389B100 421,188 0 27,748 0.2211
2021-09-15 2021-03-31 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2021-04-27 2021-03-31 13F XCEL ENERGY COM 98389B100 408,535 -12,653 27,172 0.2390
2021-09-15 2020-12-31 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2021-01-27 2020-12-31 13F XCEL ENERGY COM 98389B100 408,562 -12,626 27,239 0.2553
2021-09-15 2020-09-30 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2020-10-19 2020-09-30 13F XCEL ENERGY COM 98389B100 411,957 -9,231 28,429 0.3161
2021-09-15 2020-06-30 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2020-07-22 2020-06-30 13F XCEL ENERGY COM 98389B100 456,572 35,384 28,536 0.3385
2021-09-15 2020-03-31 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2020-04-28 2020-03-31 13F XCEL ENERGY COM 98389B100 441,674 20,486 26,633 0.3965
2021-09-14 2019-12-31 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2020-01-27 2019-12-31 13F XCEL ENERGY COM 98389B100 382,448 -38,740 24,282 0.3102
2021-09-14 2019-09-30 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2019-10-22 2019-09-30 13F XCEL ENERGY COM 98389B100 3,608 -417,580 234 0.0034
2021-09-14 2019-06-30 13F/A-1 XCEL ENERGY COM 98389B100 421,188 0 0.00 27,748 0.00 0.2211
2019-07-31 2019-06-30 13F XCEL ENERGY COM 98389B100 3,155 -418,033 188 0.0031
2021-09-02 2019-03-31 13F/A-1 XCEL ENERGY COM 98389B100 421,188 417,738 12,108.35 27,748 16,222.35 0.2211
2019-04-22 2019-03-31 13F XCEL ENERGY COM 98389B100 3,310 -140 186 0.0037
2019-01-25 2018-12-31 13F XCEL ENERGY COM 98389B100 3,450 1,999 137.77 170 146.38 0.0042
2018-10-29 2018-09-30 13F XCEL ENERGY COM 98389B100 1,451 64 4.61 69 9.52 0.0018
2018-07-31 2018-06-30 13F XCEL ENERGY COM 98389B100 1,387 918 195.74 63 200.00 0.0021
2018-04-26 2018-03-31 13F XCEL ENERGY COM 98389B100 469 -602 -56.21 21 -59.62 0.0008
2018-01-16 2017-12-31 13F XCEL ENERGY COM 98389B100 1,071 0 0.00 52 1.96 0.0023
2017-10-16 2017-09-30 13F XCEL ENERGY COM 98389B100 1,071 675 170.45 51 183.33 0.0024
2017-07-17 2017-06-30 13F XCEL ENERGY COM 98389B100 396 0 0.00 18 0.00 0.0009
2017-04-17 2017-03-31 13F XCEL ENERGY COM 98389B100 396 86 27.74 18 38.46 0.0010
2017-01-19 2016-12-31 13F XCEL ENERGY COM 98389B100 310 0 0.00 13 0.00 0.0008
2016-10-17 2016-09-30 13F XCEL ENERGY COM 98389B100 310 0 0.00 13 -7.14 0.0009
2016-07-21 2016-06-30 13F XCEL ENERGY COM 98389B100 310 310 0.00 14 0.0010
2016-04-18 2016-03-31 13F XCEL ENERGY COM 98389B100 0 0 0 0.0000
2016-02-01 2015-12-31 13F XCEL ENERGY COM 98389B100 0 -65 -100.00 0 -100.00
2015-10-30 2015-09-30 13F XCEL ENERGY COM 98389B100 65 65 2 0.0002
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.