Xcel Energy Inc. (xel 6.25 10/15/85)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders +1
2new positions
1sold out
$24.70avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Xcel Energy Inc. (xel 6.25 10/15/85) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Iat Reinsurance Co. LTD. ($4.9M), Bessemer Group Inc. ($25K) and PNC Financial Services Group, Inc. ($3K).
- Company
- Xcel Energy Inc. (xel 6.25 10/15/85)
- CUSIP
- 98389B878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $27K |
| Exits | 1 | $35K |
All 13F filers, Q4 2025 → Q1 2026: 121,095 shares bought and 1,416 shares sold, net +119,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Iat Reinsurance Co. LTD. | — | Add +150.0% | 200,000 | $4.9M |
| Bessemer Group Inc. | — | New | 1,000 | $25K |
| PNC Financial Services Group, Inc. | — | No change | 105 | $3K |
| First Command Advisory Services, Inc. | — | New | 95 | $2K |
"% of holder's portfolio" is XCEL ENERGY INC (XEL 6.25 10/15/85)'s weight in each manager's 13F, not the share of Xcel Energy Inc. (xel 6.25 10/15/85) the manager owns.