Position in XEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,533
+$276 QoQ
Shares Held
44
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,233
of 1,277 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARD ASSOCIATES INC holds $6,734,702 across 2 Utilities - Regulated Electric names. XEL ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
76,691 | $6,731,169 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
44 | $3,533 |
All Filings in XEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,533 | 44 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,257 | 41 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||