Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$641,195
+$5,675 QoQ
Shares Held
7,985
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 1,278 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. XEL ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,248 | $9,149,846 | |
| 2 | DUK |
Duke Energy CORP
|
15,721 | $1,989,964 | |
| 3 | D |
Dominion Energy, Inc
|
25,421 | $1,736,000 | |
| 4 | ES |
Eversource Energy
|
13,955 | $1,008,527 | |
| 5 | SO |
Southern Co
|
10,495 | $1,004,476 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
6,308 | $736,585 | |
| 7 | XEL |
Xcel Energy Inc
This page
|
7,985 | $641,195 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,887 | $640,108 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,195 | 7,985 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $635,520 | 8,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $590,953 | 8,001 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $645,280 | 8,001 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $544,868 | 8,001 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $552,232 | 7,801 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $527,668 | 7,815 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $510,319 | 7,815 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $417,399 | 7,815 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $420,163 | 7,817 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $483,950 | 7,817 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $445,629 | 7,788 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $484,179 | 7,788 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $520,569 | 7,719 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $541,179 | 7,719 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $494,016 | 7,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $546,196 | 7,719 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $557,080 | 7,719 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $522,576 | 7,719 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $482,437 | 7,719 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $508,527 | 7,719 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $526,692 | 7,919 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $515,292 | 7,729 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $378,105 | 5,479 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $324,353 | 5,379 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||