Bond & Devick Financial Network
XEL icon

Bond & Devick Financial Network’s Xcel Energy XEL Stock Holding History

Bond & Devick Financial Network’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 		$1.4M Buy
19,863
+246
+1% +$18.9K 0.34% 45
2026
Q2 		$1.58M Hold
19,617
– – 0.39% 39
2026
Q1 		$1.56M Sell
19,617
-77
-0.4% -$6.04K 0.43% 35
2025
Q4 		$1.45M Buy
19,694
+3
+0% +$237 0.41% 36
2025
Q3 		$1.59M Buy
19,691
+7
+0% +$506 0.48% 28
2025
Q2 		$1.34M Buy
19,684
+3,204
+19% +$222K 0.45% 33
2025
Q1 		$1.17M Buy
16,480
+508
+3% +$34.6K 0.42% 34
2024
Q4 		$1.04M Hold
15,972
– – 0.45% 44
2024
Q3 		$1.04M Buy
15,972
+168
+1% +$10K 0.45% 44
2024
Q2 		$844K Buy
15,804
+304
+2% +$16.5K 0.45% 45
2024
Q1 		$833K Sell
15,500
-1,217
-7% -$69.5K 0.45% 45
2023
Q4 		$1.03M Sell
16,717
-13
-0.1% -$780 0.59% 27
2023
Q3 		$957K Buy
16,730
+1,156
+7% +$69.5K 0.62% 30
2023
Q2 		$968K Buy
15,574
+3
+0% +$200 0.6% 29
2023
Q1 		$1.05M Buy
15,571
+3
+0% +$202 0.67% 26
2022
Q4 		$1.09M Sell
15,568
-696
-4% -$46.3K 0.78% 24
2022
Q3 		$1.04M Buy
16,264
+3
+0% +$218 0.86% 22
2022
Q2 		$1.15M Buy
16,261
+3
+0% +$218 1.01% 20
2022
Q1 		$1.17M Buy
16,258
+3
+0% +$206 0.94% 19
2021
Q4 		$1.1M Buy
16,255
+3
+0% +$196 0.83% 25
2021
Q3 		$1.02M Buy
16,252
+2
+0% +$135 0.84% 29
2021
Q2 		$1.07M Sell
16,250
-97
-0.6% -$6.75K 0.88% 26
2021
Q1 		$1.09M Buy
16,347
+3
+0% +$190 1.01% 25
2020
Q4 		$1.1M Buy
+16,344
New +$1.14M 1.25% 19

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Bond & Devick Financial Network's XEL Position: Q3 2026 in Review

Bond & Devick Financial Network increased its Xcel Energy (XEL) stake by 1.3% in Q3 2026, buying an estimated $18.9K and bringing the position to 19,863 shares worth $1.4M. The position accounts for 0.34% of the portfolio, ranked #45.

Bond & Devick Financial Network first reported a position in XEL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q3 2025. 598 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Bond & Devick Financial Network held 19,863 shares of Xcel Energy worth $1.4M as of Q3 2026.
  • Bond & Devick Financial Network bought 246 Xcel Energy shares in Q3 2026, an estimated $18.9K.
  • Xcel Energy made up 0.34% of Bond & Devick Financial Network's portfolio in Q3 2026, its #45 holding.
  • Bond & Devick Financial Network first reported a position in Xcel Energy in Q4 2020 and has held it in 24 quarters since.
  • Bond & Devick Financial Network's Xcel Energy position peaked at $1.59M in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.