艾克賽爾能源公司
MX ˙ BMV ˙ US98389B1008
SecurityMX:XEL / Xcel Energy Inc.
InstitutionFirst Bank & Trust
Latest Disclosed Ownership56,808 shares
Latest Disclosed Value $ 4,512,827
First Bank & Trust reports 0.51% increase in ownership of XEL / Xcel Energy Inc.

On April 10, 2026 - First Bank & Trust filed a 13F-HR form disclosing ownership of 56,808 shares of Xcel Energy Inc. (MX:XEL) valued at $4,512,827 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 56,518 shares of Xcel Energy Inc.. This represents a change in shares of 0.51% 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)
2026-04-10 2026-03-31 13F Xcel Energy Equities 98389B100 56,808 290 0.51 4,513 8.10 0.5593
2026-01-12 2025-12-31 13F Xcel Energy Equities 98389B100 56,518 -4,453 -7.30 4,174 -15.11 0.6800
2025-10-10 2025-09-30 13F Xcel Energy Equities 98389B100 60,971 785 1.30 4,917 19.99 0.8275
2025-07-09 2025-06-30 13F Xcel Energy Equities 98389B100 60,186 2,224 3.84 4,099 -0.12 0.7309
2025-04-28 2025-03-31 13F Xcel Energy Equities 98389B100 57,962 -2,158 -3.59 4,103 1.08 0.7942
2025-02-03 2024-12-31 13F Xcel Energy Equities 98389B100 60,120 -781 -1.28 4,059 2.09 0.7792
2024-10-24 2024-09-30 13F Xcel Energy Equities 98389B100 60,901 2,234 3.81 3,977 26.91 0.7544
2024-07-09 2024-06-30 13F Xcel Energy Equities 98389B100 58,667 10,053 20.68 3,133 19.90 0.6382
2024-04-17 2024-03-31 13F Xcel Energy Equities 98389B100 48,614 -21,790 -30.95 2,613 -40.04 0.5401
2024-01-12 2023-12-31 13F Xcel Energy Equities 98389B100 70,404 28,187 66.77 4,359 80.46 1.0522
2023-10-11 2023-09-30 13F Xcel Energy Equities 98389B100 42,217 10,729 34.07 2,416 23.40 0.6325
2023-07-12 2023-06-30 13F Xcel Energy Equities 98389B100 31,488 0 0.00 1,958 -7.82 0.4961
2023-04-25 2023-03-31 13F Xcel Energy Equities 98389B100 31,488 310 0.99 2,124 106,050.00 0.5616
2023-01-27 2022-12-31 13F Xcel Energy Equities 98389B100 31,178 90 0.29 2 -99.90 0.6070
2022-10-28 2022-09-30 13F Xcel Energy Equities 98389B100 31,088 1,359 4.57 1,990 -5.42 0.7308
2022-07-22 2022-06-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 29,729 701 2.41 2,104 0.43 0.6846
2022-04-29 2022-03-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 29,028 -8,046 -21.70 2,095 -16.53 0.4665
2022-02-01 2021-12-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 37,074 0 0.00 2,510 8.33 1.0557
2021-10-18 2021-09-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 37,074 -2,700 -6.79 2,317 -11.56 1.0584
2021-08-10 2021-06-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 39,774 -8,900 -18.28 2,620 -19.06 1.2644
2021-04-14 2021-03-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 48,674 -8,447 -14.79 3,237 -14.99 1.6294
2021-01-27 2020-12-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 57,121 56,071 5,340.10 3,808 5,188.89 2.4107
2020-10-26 2020-09-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 1,050 -157 -13.01 72 -4.00 0.0478
2020-08-05 2020-06-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 1,207 -411 -25.40 75 -23.47 0.0564
2020-04-14 2020-03-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 1,618 -466 -22.36 98 -25.76 0.0882
2020-01-31 2019-12-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 2,084 -2,116 -50.38 132 -51.47 0.0961
2019-10-17 2019-09-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 4,200 3,471 476.13 272 532.56 0.2051
2019-07-26 2019-06-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 729 29 4.14 43 10.26 0.0343
2019-04-15 2019-03-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 700 700 39 0.0304
2017-07-31 2017-06-30 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 0 -350 -100.00 0 -100.00
2017-04-27 2017-03-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 350 0 0.00 16 14.29 0.0138
2017-01-19 2016-12-31 13F XCEL ENERGY INC COM COMMON STOCK 98389B100 350 350 14 0.0128
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.