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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
Q2 		$45K Buy
560
+15
+3% +$1.2K ﹤0.01% 445
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFSG LLC's XEL Position: Q2 2026 in Review

BFSG LLC increased its Xcel Energy (XEL) stake by 2.8% in Q2 2026, buying an estimated $1.2K and bringing the position to 560 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

BFSG LLC first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $69.9K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • BFSG LLC held 560 shares of Xcel Energy worth $45K as of Q2 2026.
  • BFSG LLC bought 15 Xcel Energy shares in Q2 2026, an estimated $1.2K.
  • Xcel Energy made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #445 holding.
  • BFSG LLC first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Xcel Energy position peaked at $69.9K in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.