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Livermore
Livermore
ZHEN

Bruce & Co., Inc.

SEC CIK
0001358331
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Bruce & Co., Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overviewAll 13F holders of XELFull Q2 2026 holdings

Shares (Q2 2026)
182,500
Value
$14.7M
% of portfolio
4.0%
Quarters held
22
Since Q1 2021
Holdings of XEL by Bruce & Co., Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026182,500$14.7M4.0%−2,000−1.1%ReducedHolders
Q1 2026184,500$14.7M4.2%−10,000−5.1%ReducedHolders
Q4 2025194,500$14.4M4.5%00.0%UnchangedHolders
Q3 2025194,500$15.7M4.9%00.0%UnchangedHolders
Q2 2025194,500$13.2M4.3%00.0%UnchangedHolders
Q1 2025194,500$13.8M4.4%00.0%UnchangedHolders
Q4 2024194,500$13.1M4.2%−1,500−0.8%ReducedHolders
Q3 2024196,000$12.8M3.7%00.0%UnchangedHolders
Q2 2024196,000$10.5M3.4%+3,000+1.6%AddedHolders
Q1 2024193,000$10.4M3.4%−100,000−34.1%ReducedHolders
Q4 2023293,000$18.4M6.4%−50,000−14.6%ReducedHolders
Q3 2023343,000$19.6M6.7%−28,754−7.7%ReducedHolders
Q2 2023371,754$23.1M6.5%00.0%UnchangedHolders
Q1 2023371,754$25.1M6.8%−746−0.2%ReducedHolders
Q4 2022372,500$26.1M6.7%00.0%UnchangedHolders
Q3 2022372,500$23.8M6.6%−40,000−9.7%ReducedHolders
Q2 2022412,500$29.2M6.9%00.0%UnchangedHolders
Q1 2022412,500$29.8M6.1%00.0%UnchangedHolders
Q4 2021412,500$27.9M5.6%00.0%UnchangedHolders
Q3 2021412,500$25.8M5.5%−22,600−5.2%ReducedHolders
Q2 2021435,100$28.7M5.5%−1,000−0.2%ReducedHolders
Q1 2021436,100$29.0M5.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.