Bradley Foster & Sargent’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $636K | Sell |
8,000
-1
| -0% | -$78 | 0.01% | 355 |
|
|
2025
Q4 | $591K | Hold |
8,001
| – | – | 0.01% | 367 |
|
|
2025
Q3 | $645K | Hold |
8,001
| – | – | 0.01% | 356 |
|
|
2025
Q2 | $545K | Buy |
8,001
+200
| +3% | +$13.9K | 0.01% | 376 |
|
|
2025
Q1 | $552K | Sell |
7,801
-14
| -0.2% | -$953 | 0.01% | 336 |
|
|
2024
Q4 | $528K | Hold |
7,815
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $510K | Hold |
7,815
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $417K | Sell |
7,815
-2
| -0% | -$109 | 0.01% | 369 |
|
|
2024
Q1 | $420K | Hold |
7,817
| – | – | 0.01% | 362 |
|
|
2023
Q4 | $484K | Buy |
7,817
+29
| +0.4% | +$1.74K | 0.01% | 349 |
|
|
2023
Q3 | $484K | Hold |
7,788
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $484K | Buy |
7,788
+69
| +0.9% | +$4.61K | 0.01% | 343 |
|
|
2023
Q1 | $521K | Hold |
7,719
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $541K | Hold |
7,719
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $494K | Hold |
7,719
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $546K | Hold |
7,719
| – | – | 0.01% | 310 |
|
|
2022
Q1 | $557K | Hold |
7,719
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $523K | Hold |
7,719
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $482K | Hold |
7,719
| – | – | 0.01% | 304 |
|
|
2021
Q2 | $509K | Sell |
7,719
-200
| -3% | -$13.9K | 0.01% | 296 |
|
|
2021
Q1 | $527K | Buy |
7,919
+190
| +2% | +$12K | 0.01% | 285 |
|
|
2020
Q4 | $515K | Buy |
7,729
+2,250
| +41% | +$157K | 0.01% | 284 |
|
|
2020
Q3 | $378K | Buy |
+5,479
| New | +$374K | 0.01% | 277 |
|
|
2020
Q1 | $324K | Sell |
5,379
-180
| -3% | -$11.7K | 0.01% | 268 |
|
|
2019
Q4 | $353K | Hold |
5,559
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $361K | Hold |
5,559
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $331K | Hold |
5,559
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $312K | Hold |
5,559
| – | – | 0.01% | 303 |
|
|
2018
Q4 | $274K | Sell |
5,559
-50
| -0.9% | -$2.51K | 0.01% | 301 |
|
|
2018
Q3 | $265K | Hold |
5,609
| – | – | 0.01% | 329 |
|
|
2018
Q2 | $256K | Hold |
5,609
| – | – | 0.01% | 340 |
|
|
2018
Q1 | $255K | Buy |
5,609
+1,149
| +26% | +$51.2K | 0.01% | 324 |
|
|
2017
Q4 | $215K | Hold |
4,460
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $211K | Sell |
4,460
-100
| -2% | -$4.8K | 0.01% | 345 |
|
|
2017
Q2 | $209K | Hold |
4,560
| – | – | 0.01% | 337 |
|
|
2017
Q1 | $203K | Buy |
+4,560
| New | +$193K | 0.01% | 328 |
|
|
2016
Q3 | – | Sell |
-4,660
| Closed | -$209K | – | 350 |
|
|
2016
Q2 | $209K | Sell |
4,660
-200
| -4% | -$8.28K | 0.01% | 320 |
|
|
2016
Q1 | $203K | Buy |
+4,860
| New | +$189K | 0.01% | 323 |
|
|
2015
Q2 | – | Sell |
-6,450
| Closed | -$225K | – | 361 |
|
|
2015
Q1 | $225K | Hold |
6,450
| – | – | 0.01% | 331 |
|
|
2014
Q4 | $232K | Buy |
+6,450
| New | +$217K | 0.01% | 314 |
|
Other funds holding XEL
VCM
VPM
Bradley Foster & Sargent's XEL Position: Q1 2026 in Review
Bradley Foster & Sargent reduced its Xcel Energy (XEL) stake by 0.01% in Q1 2026, selling an estimated $78 and leaving 8,000 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #355.
Bradley Foster & Sargent first reported a position in XEL in Q4 2014 and has held it in 40 quarters since. The position peaked at $645K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Bradley Foster & Sargent held 8,000 shares of Xcel Energy worth $636K as of Q1 2026.
- Bradley Foster & Sargent sold 1 Xcel Energy share in Q1 2026, an estimated $78.
- Xcel Energy made up 0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #355 holding.
- Bradley Foster & Sargent first reported a position in Xcel Energy in Q4 2014 and has held it in 40 quarters since.
- Bradley Foster & Sargent's Xcel Energy position peaked at $645K in Q3 2025.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.