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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return