Bard Financial Services’s Xcel Energy XEL Stock Holding History

Bard Financial Services’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$857K	Hold	10,625	–	–	0.09%	121
2025 Q2	$724K	Hold	10,625	–	–	0.09%	129
2025 Q1	$752K	Hold	10,625	–	–	0.09%	129
2024 Q4	$717K	Hold	10,625	–	–	0.09%	130
2024 Q3	$694K	Sell	10,625 -375	-3%	-$22.2K	0.08%	130
2024 Q2	$588K	Hold	11,000	–	–	0.06%	147
2024 Q1	$591K	Hold	11,000	–	–	0.06%	141
2023 Q4	$681K	Sell	11,000 -375	-3%	-$22.5K	0.08%	137
2023 Q3	$651K	Hold	11,375	–	–	0.08%	131
2023 Q2	$707K	Hold	11,375	–	–	0.05%	189
2023 Q1	$767K	Hold	11,375	–	–	0.06%	187
2022 Q4	$798K	Hold	11,375	–	–	0.07%	181
2022 Q3	$728K	Hold	11,375	–	–	0.07%	176
2022 Q2	$805K	Hold	11,375	–	–	0.07%	169
2022 Q1	$821K	Hold	11,375	–	–	0.07%	163
2021 Q4	$770K	Hold	11,375	–	–	0.06%	167
2021 Q3	$711K	Hold	11,375	–	–	0.06%	162
2021 Q2	$749K	Hold	11,375	–	–	0.07%	165
2021 Q1	$757K	Hold	11,375	–	–	0.07%	155
2020 Q4	$758K	Buy	+11,375	New	+$793K	0.08%	154

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bard Financial Services's XEL Position: Q3 2025 in Review

Bard Financial Services held its Xcel Energy (XEL) position steady in Q3 2025 at 10,625 shares worth $857K. The position accounts for 0.09% of the portfolio, ranked #121.

Bard Financial Services first reported a position in XEL in Q4 2020 and has held it in 20 quarters since. 1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Bard Financial Services held 10,625 shares of Xcel Energy worth $857K as of Q3 2025.
Bard Financial Services left its Xcel Energy share count unchanged in Q3 2025.
Xcel Energy made up 0.09% of Bard Financial Services's portfolio in Q3 2025, its #121 holding.
Bard Financial Services first reported a position in Xcel Energy in Q4 2020 and has held it in 20 quarters since.
1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.