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Bridges Investment Management’s Xcel Energy XEL Stock Holding History

Bridges Investment Management’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
2025
Q4 		– Sell
-2,577
Closed -$208K – 435
2025
Q3 		$208K Buy
+2,577
New +$186K ﹤0.01% 401

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bridges Investment Management's XEL Position: Q4 2025 in Review

Bridges Investment Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,577 shares — an estimated $208K sold.

Bridges Investment Management first reported a position in XEL in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 1,248 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Bridges Investment Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Bridges Investment Management sold 2,577 Xcel Energy shares in Q4 2025, an estimated $208K.
  • Bridges Investment Management first reported a position in Xcel Energy in Q3 2025 and held it in 1 quarter.
  • Bridges Investment Management's Xcel Energy position peaked at $208K in Q3 2025.
  • 1,248 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Bridges Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.