Newbridge Financial Services Group’s Xcel Energy XEL Stock Holding History

Newbridge Financial Services Group’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	$8.43K	Hold	105	–	–	﹤0.01%	878
2026 Q1	$8.34K	Hold	105	–	–	﹤0.01%	824
2025 Q4	$7.75K	Buy	+105	New	+$8.28K	﹤0.01%	824
2023 Q4	–	Sell	-17	Closed	-$973	–	1344
2023 Q3	$973	Hold	17	–	–	﹤0.01%	1161
2023 Q2	$1.06K	Hold	17	–	–	﹤0.01%	1211
2023 Q1	$1.15K	Sell	17 -62	-78%	-$4.18K	﹤0.01%	1260
2022 Q4	$5.54K	Hold	79	–	–	﹤0.01%	1049
2022 Q3	$5K	Hold	79	–	–	﹤0.01%	1062
2022 Q2	$6K	Hold	79	–	–	﹤0.01%	992
2022 Q1	$6K	Hold	79	–	–	﹤0.01%	1080
2021 Q4	$5K	Sell	79 -552	-87%	-$36K	﹤0.01%	1090
2021 Q3	$39K	Buy	631 +552	+699%	+$37.3K	0.02%	482
2021 Q2	$5K	Buy	79 +62	+365%	+$4.32K	﹤0.01%	1139
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	1343
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	1081
2020 Q3	$1K	Buy	+17	New	+$1.16K	﹤0.01%	1018

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's XEL Position: Q2 2026 in Review

Newbridge Financial Services Group held its Xcel Energy (XEL) position steady in Q2 2026 at 105 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Newbridge Financial Services Group first reported a position in XEL in Q3 2020 and has held it in 16 quarters since. The position peaked at $39K in Q3 2021. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Newbridge Financial Services Group held 105 shares of Xcel Energy worth $8.43K as of Q2 2026.
Newbridge Financial Services Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #878 holding.
Newbridge Financial Services Group first reported a position in Xcel Energy in Q3 2020 and has held it in 16 quarters since.
Newbridge Financial Services Group's Xcel Energy position peaked at $39K in Q3 2021.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.