Robert Bruce's XEL Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 194.5K shares of Xcel Energy Inc. (XEL) worth $15.69 M, representing 4.86% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Robert Bruce has maintained a long-term strategic position in XEL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 235.5K shares. Largest reduction occurred in Q1 2024, reducing 100.0K shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's Xcel Energy (XEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Xcel Energy (XEL) Trades by Robert Bruce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +24,012 | Add 0.00% | 24,011 | $27.70 |
| Q3 2013 | +500 | Add 2.08% | 24,511 | $27.13 |
| Q3 2014 | +23,000 | Add 93.84% | 47,511 | $30.56 |
| Q4 2014 | -2,900 | Reduce 6.10% | 44,611 | $35.91 |
| Q3 2015 | +201,500 | Add 451.68% | 246,111 | $35.41 |
| Q4 2015 | +235,489 | Add 95.68% | 481,600 | $35.91 |
| Q2 2019 | -45,500 | Reduce 9.45% | 436,100 | $59.49 |
| Q2 2021 | -1,000 | Reduce 0.23% | 435,100 | $65.88 |
| Q3 2021 | -22,600 | Reduce 5.19% | 412,500 | $62.50 |
| Q3 2022 | -40,000 | Reduce 9.70% | 372,500 | $64.00 |
| Q1 2023 | -746 | Reduce 0.20% | 371,754 | $67.44 |
| Q3 2023 | -28,754 | Reduce 7.73% | 343,000 | $57.22 |
| Q4 2023 | -50,000 | Reduce 14.58% | 293,000 | $62.79 |
| Q1 2024 | -100,000 | Reduce 34.13% | 193,000 | $53.75 |
| Q2 2024 | +3,000 | Add 1.55% | 196,000 | $53.41 |
| Q4 2024 | -1,500 | Reduce 0.77% | 194,500 | $67.52 |
Robert Bruce's Xcel Energy Investment FAQs
Robert Bruce first purchased Xcel Energy Inc. (XEL) in Q2 2013, acquiring 24,011 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held Xcel Energy Inc. (XEL) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's largest addition to Xcel Energy Inc. (XEL) was in Q4 2015, adding 481,600 shares worth $17.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 194,500 shares of Xcel Energy Inc. (XEL), valued at approximately $15.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Xcel Energy Inc. (XEL) represents approximately 4.86% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's peak holding in Xcel Energy Inc. (XEL) was 481,600 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.