엑셀에너지(주)
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership351,284 shares
Latest Disclosed Value $ 27,906
Natixis Advisors, L.p. reports 5.59% increase in ownership of XEL / Xcel Energy Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 351,284 shares of Xcel Energy Inc. (MX:XEL) valued at $27,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 332,673 shares of Xcel Energy Inc.. This represents a change in shares of 5.59% during the quarter.

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 COM 98389B100 351,284 18,611 5.59 28 12.50 0.0388
2026-02-10 2025-12-31 13F XCEL ENERGY COM 98389B100 332,673 -8,834 -2.59 25 -11.11 0.0348
2025-11-13 2025-09-30 13F XCEL ENERGY INC COM 98389B100 341,507 13,739 4.19 28 22.73 0.0402
2025-08-13 2025-06-30 13F XCEL ENERGY COM 98389B100 327,768 48,622 17.42 22 15.79 0.0354
2025-05-08 2025-03-31 13F XCEL ENERGY COM 98389B100 279,146 97,651 53.80 20 58.33 0.0365
2025-02-10 2024-12-31 13F XCEL ENERGY COM 98389B100 181,495 56,528 45.23 12 50.00 0.0229
2024-11-06 2024-09-30 13F XCEL ENERGY COM 98389B100 124,967 5,799 4.87 8 33.33 0.0159
2024-08-01 2024-06-30 13F XCEL ENERGY COM 98389B100 119,168 21,717 22.29 6 20.00 0.0138
2024-04-25 2024-03-31 13F XCEL ENERGY COM 98389B100 97,451 -13,597 -12.24 5 -16.67 0.0120
2024-02-06 2023-12-31 13F XCEL ENERGY COM 98389B100 111,048 13,261 13.56 7 20.00 0.0181
2023-11-13 2023-09-30 13F XCEL ENERGY COM 98389B100 97,787 -60,718 -38.31 6 -44.44 0.0171
2023-08-15 2023-06-30 13F XCEL ENERGY COM 98389B100 158,505 -18,466 -10.43 10 -18.18 0.0304
2023-05-11 2023-03-31 13F XCEL ENERGY COM 98389B100 176,971 23,254 15.13 12 10.00 0.0411
2023-01-27 2022-12-31 13F XCEL ENERGY COM 98389B100 153,717 8,894 6.14 11 -99.89 0.0407
2022-11-14 2022-09-30 13F XCEL ENERGY COM 98389B100 144,823 9,989 7.41 9,269 -2.85 0.0392
2022-08-12 2022-06-30 13F XCEL ENERGY COM 98389B100 134,834 15,888 13.36 9,541 11.15 0.0420
2022-05-12 2022-03-31 13F XCEL ENERGY COM 98389B100 118,946 14,514 13.90 8,584 21.41 0.0327
2022-02-08 2021-12-31 13F XCEL ENERGY COM 98389B100 104,432 6,258 6.37 7,070 15.22 0.0270
2021-11-15 2021-09-30 13F XCEL ENERGY COM 98389B100 98,174 -10,425 -9.60 6,136 -14.24 0.0252
2021-08-12 2021-06-30 13F XCEL ENERGY COM 98389B100 108,599 1,648 1.54 7,155 0.59 0.0334
2021-05-05 2021-03-31 13F XCEL ENERGY COM 98389B100 106,951 1,542 1.46 7,113 1.21 0.0371
2021-02-12 2020-12-31 13F XCEL ENERGY COM 98389B100 105,409 5,747 5.77 7,028 2.18 0.0405
2020-11-12 2020-09-30 13F XCEL ENERGY COM 98389B100 99,662 -1,861 -1.83 6,878 8.40 0.0433
2020-08-11 2020-06-30 13F XCEL ENERGY COM 98389B100 101,523 14,918 17.23 6,345 21.51 0.0421
2020-04-27 2020-03-31 13F XCEL ENERGY COM 98389B100 86,605 21,444 32.91 5,222 26.23 0.0426
2020-02-10 2019-12-31 13F XCEL ENERGY COM 98389B100 65,161 -66,256 -50.42 4,137 -51.49 0.0292
2019-11-12 2019-09-30 13F XCEL ENERGY COM 98389B100 131,417 -118,172 -47.35 8,528 -42.56 0.0677
2019-08-12 2019-06-30 13F XCEL ENERGY COM 98389B100 249,589 8,934 3.71 14,848 9.77 0.1213
2019-05-15 2019-03-31 13F/A-1 XCEL ENERGY COM 98389B100 240,655 12,877 5.65 13,527 20.54 0.1184
2019-05-15 2019-03-31 13F XCEL ENERGY COM 98389B100 240,655 12,877 13,527
2019-02-13 2018-12-31 13F/A-1 XCEL ENERGY COM 98389B100 227,778 48,335 26.94 11,222 32.48 0.1108
2019-02-13 2018-12-31 13F XCEL ENERGY COM 98389B100 227,778 48,335 11,222
2018-11-13 2018-09-30 13F XCEL ENERGY COM 98389B100 179,443 8,709 5.10 8,471 8.62 0.0746
2018-08-14 2018-06-30 13F/A-1 XCEL ENERGY COM 98389B100 170,734 12,737 8.06 7,799 8.53 0.0745
2018-08-14 2018-06-30 13F XCEL ENERGY COM 98389B100 170,734 7,799
2018-05-10 2018-03-31 13F XCEL ENERGY COM 98389B100 157,997 2,679 1.72 7,186 -3.83 0.0709
2018-02-14 2017-12-31 13F XCEL ENERGY COM 98389B100 155,318 -25,153 -13.94 7,472 -12.50 0.0761
2017-11-14 2017-09-30 13F XCEL ENERGY COM 98389B100 180,471 8,232 4.78 8,539 8.05 0.0902
2017-07-27 2017-06-30 13F XCEL ENERGY COM 98389B100 172,239 8,532 5.21 7,903 8.60 0.0855
2017-05-12 2017-03-31 13F XCEL ENERGY COM 98389B100 163,707 22,206 15.69 7,277 26.36 0.0806
2017-02-07 2016-12-31 13F XCEL ENERGY COM 98389B100 141,501 44,605 46.03 5,759 44.44 0.0692
2016-11-04 2016-09-30 13F XCEL ENERGY COM 98389B100 96,896 38,531 66.02 3,987 52.58 0.0516
2016-08-01 2016-06-30 13F XCEL ENERGY COM 98389B100 58,365 3,315 6.02 2,613 13.51 0.0361
2016-05-06 2016-03-31 13F XCEL ENERGY COM 98389B100 55,050 38,663 235.94 2,302 291.50 0.0344
2016-02-12 2015-12-31 13F XCEL ENERGY COM 98389B100 16,387 -6,651 -28.87 588 -27.94 0.0096
2015-11-12 2015-09-30 13F XCEL ENERGY COM 98389B100 23,038 -12,518 -35.21 816 -28.67 0.0142
2015-08-14 2015-06-30 13F XCEL ENERGY COM 98389B100 35,556 -1,298 -3.52 1,144 -10.83 0.0194
2015-05-15 2015-03-31 13F XCEL ENERGY COM 98389B100 36,854 -359 -0.96 1,283 -4.04 0.0225
2015-02-05 2014-12-31 13F XCEL ENERGY COM 98389B100 37,213 2,830 8.23 1,337 27.94 0.0250
2014-11-03 2014-09-30 13F XCEL ENERGY COM 98389B100 34,383 2,505 7.86 1,045 1.65 0.0210
2014-08-13 2014-06-30 13F XCEL ENERGY COM 98389B100 31,878 3,234 11.29 1,028 18.16 0.0147
2014-05-13 2014-03-31 13F XCEL ENERGY COM 98389B100 28,644 4,240 17.37 870 27.57 0.0134
2014-02-12 2013-12-31 13F XCEL ENERGY COM 98389B100 24,404 9,520 63.96 682 65.94 0.0112
2013-10-30 2013-09-30 13F XCEL ENERGY COM 98389B100 14,884 2,369 18.93 411 15.77 0.0076
2013-07-19 2013-06-30 13F XCEL ENERGY COM 98389B100 12,515 12,515 355 0.0071
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.