Xcel Energy Inc.
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership31,316 shares
Latest Disclosed Value $ 2,504,476
Lido Advisors, LLC reports 9.84% increase in ownership of XEL / Xcel Energy Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 31,316 shares of Xcel Energy Inc. (MX:XEL) valued at $2,504,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 28,511 shares of Xcel Energy Inc.. This represents a change in shares of 9.84% 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 31,316 2,805 9.84 2,504 9.15 0.0073
2026-02-10 2025-12-31 13F XCEL ENERGY COM 98389B100 28,511 611 2.19 2,295 1.28 0.0069
2025-11-14 2025-09-30 13F XCEL ENERGY COM 98389B100 27,900 2,027 7.83 2,265 27.53 0.0071
2025-08-13 2025-06-30 13F XCEL ENERGY COM 98389B100 25,873 -555 -2.10 1,776 -5.78 0.0069
2025-05-15 2025-03-31 13F XCEL ENERGY COM 98389B100 26,428 1,508 6.05 1,885 12.07 0.0085
2025-02-14 2024-12-31 13F XCEL ENERGY COM 98389B100 24,920 1,230 5.19 1,683 8.80 0.0077
2024-11-14 2024-09-30 13F XCEL ENERGY COM 98389B100 23,690 16,230 217.56 1,547 285.54 0.0077
2024-08-15 2024-06-30 13F XCEL ENERGY COM 98389B100 7,460 -12,499 -62.62 402 -62.97 0.0022
2024-05-15 2024-03-31 13F XCEL ENERGY COM 98389B100 19,959 10,680 115.10 1,084 87.05 0.0064
2024-02-14 2023-12-31 13F XCEL ENERGY COM 98389B100 9,279 -626 -6.32 579 2.30 0.0039
2023-11-14 2023-09-30 13F XCEL ENERGY COM 98389B100 9,905 1,903 23.78 567 13.88 0.0043
2023-08-09 2023-06-30 13F XCEL ENERGY COM 98389B100 8,002 -1,370 -14.62 498 -21.36 0.0036
2023-05-15 2023-03-31 13F XCEL ENERGY COM 98389B100 9,372 9,372 632 0.0061
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.