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BFSG LLC’s Xcel Energy XEL Stock Holding History

BFSG LLC’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
Q1 		$43.3K Sell
545
-76
-12% -$5.96K ﹤0.01% 431
2025
Q4 		$45.9K Buy
621
+50
+9% +$3.94K ﹤0.01% 411
2025
Q3 		$46.1K Hold
571
– – ﹤0.01% 410
2025
Q2 		$38.9K Buy
571
+15
+3% +$1.04K ﹤0.01% 409
2025
Q1 		$39.4K Buy
556
+9
+2% +$613 ﹤0.01% 392
2024
Q4 		$36.9K Sell
547
-523
-49% -$35.1K ﹤0.01% 400
2024
Q3 		$69.9K Buy
1,070
+15
+1% +$890 0.01% 361
2024
Q2 		$56.3K Buy
1,055
+100
+10% +$5.44K 0.01% 353
2024
Q1 		$51.3K Sell
955
-40
-4% -$2.28K 0.01% 375
2023
Q4 		$61.6K Buy
+995
New +$59.7K 0.01% 339

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return