XEL — XEL Energy Common

Ownership history in Bruce & Co., Inc.  ·  80 quarters on record

This page tracks every 13F SEC filing in which Bruce & Co., Inc. reported a position in XEL Energy Common (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.87% (2022 Q2)
Avg. % of fund
2.95%
First filed
2006 Q1
Last filed
2025 Q4
Quarters held
80
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 194,500 — 0% 4.45% $14.4M $73.32
2025 Q3 UNCHANGED 194,500 — 0% 4.86% $15.7M $79.45
2025 Q2 UNCHANGED 194,500 — 0% 4.29% $13.2M $66.56
2025 Q1 UNCHANGED 194,500 — 0% 4.42% $13.8M $68.62
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XEL price (monthly, adj. close)

Other funds also holding XEL

As of 2025 Q4 — sorted by position size

HITE Hedge Asset Management LLC 3Y 7Y 7.86% Electron Capital Partners, LLC 3Y 7Y 6.64% DECADE RENEWABLE PARTNERS LP 3Y 5.74% Zimmer Partners, LP 3Y 7Y 5.33% REAVES W H & CO INC 3Y 7Y 4.62% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 4.12% Merewether Investment Management, LP 3Y 3.68% Beck Bode, LLC 3Y 3.35% Socorro Asset Management LP 3Y 2.78% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.52%
← Back to Bruce & Co., Inc. Holdings