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Bayforest Capital’s Xcel Energy XEL Stock Holding History

Bayforest Capital’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
2026
Q3 		$50.6K Sell
718
-756
-51% -$58.2K 0.07% 484
2026
Q2 		$118K Buy
1,474
+822
+126% +$65.6K 0.11% 371
2026
Q1 		$51.8K Buy
+652
New +$51.1K 0.06% 548

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bayforest Capital's XEL Position: Q3 2026 in Review

Bayforest Capital reduced its Xcel Energy (XEL) stake by 51% in Q3 2026, selling an estimated $58.2K and leaving 718 shares worth $50.6K. The position accounts for 0.07% of the portfolio, ranked #484.

Bayforest Capital first reported a position in XEL in Q1 2026 and has held it in 3 quarters since. The position peaked at $118K in Q2 2026. 695 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Bayforest Capital held 718 shares of Xcel Energy worth $50.6K as of Q3 2026.
  • Bayforest Capital sold 756 Xcel Energy shares in Q3 2026, an estimated $58.2K.
  • Xcel Energy made up 0.07% of Bayforest Capital's portfolio in Q3 2026, its #484 holding.
  • Bayforest Capital first reported a position in Xcel Energy in Q1 2026 and has held it in 3 quarters since.
  • Bayforest Capital's Xcel Energy position peaked at $118K in Q2 2026.
  • 695 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.