Bruce & Co., Inc.

Position in XEL — Xcel Energy Inc

CIK 1358331 CHICAGO, IL

Position in XEL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,654,750

-$1,930 QoQ

Shares Held

182,500

-1.1% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

4.64%

of 13F equity value

Holder Rank

#183

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bruce & Co., Inc. holds $45,150,716 across 4 Utilities - Regulated Electric names. XEL ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	144,816	$18,330,809
2	XEL	Xcel Energy Inc This page	182,500	$14,654,750
3	CMS	Cms Energy Corp	153,000	$11,704,500
4	WEC	Wec Energy Group, Inc.	3,945	$460,657

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,654,750	182,500	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$14,656,680	184,500	-5.1%	Shares	Sole	2026-05-14
2025-12-31	$14,365,770	194,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$15,686,425	194,500	0.0%	Shares	Sole	2025-11-13
2025-06-30	$13,245,450	194,500	0.0%	Shares	Sole	2025-08-14
2025-03-31	$13,768,655	194,500	0.0%	Shares	Sole	2025-05-14
2024-12-31	$13,132,640	194,500	-0.8%	Shares	Sole	2025-02-11
2024-09-30	$12,798,800	196,000	0.0%	Shares	Sole	2024-11-14
2024-06-30	$10,468,360	196,000	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$10,373,750	193,000	-34.1%	Shares	Sole	2024-05-13
2023-12-31	$18,139,630	293,000	-14.6%	Shares	Sole	2024-02-12
2023-09-30	$19,626,460	343,000	-7.7%	Shares	Sole	2023-11-13
2023-06-30	$23,111,946	371,754	0.0%	Shares	Sole	2023-08-08
2023-03-31	$25,071,089	371,754	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$26,115,975	372,500	0.0%	Shares	Sole	2023-02-15
2022-09-30	$23,840,000	372,500	-9.7%	Shares	Sole	2022-11-15
2022-06-30	$29,188,500	412,500	0.0%	Shares	Sole	2022-08-09
2022-03-31	$29,770,125	412,500	0.0%	Shares	Sole	2022-05-11
2021-12-31	$27,926,250	412,500	0.0%	Shares	Sole	2022-02-16
2021-09-30	$25,781,250	412,500	-5.2%	Shares	Sole	2021-11-12
2021-06-30	$28,664,388	435,100	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$29,005,011	436,100	0.0%	Shares	Sole	2021-05-17
2020-12-31	$29,074,787	436,100	0.0%	Shares	Sole	2021-02-16
2020-09-30	$30,095,261	436,100	0.0%	Shares	Sole	2020-11-13
2020-06-30	$27,256,250	436,100	0.0%	Shares	Sole	2020-08-14
2020-03-31	$26,296,830	436,100	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.