Patrick M. Sweeney & Associates
XEL icon

Patrick M. Sweeney & Associates’s Xcel Energy XEL Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$319K Buy
4,520
+70
+2% +$5.39K 0.18% 129
2026
Q2 		$357K Buy
4,450
+225
+5% +$18K 0.21% 117
2026
Q1 		$336K Buy
4,225
+105
+3% +$8.24K 0.22% 117
2025
Q4 		$304K Hold
4,120
– – 0.19% 123
2025
Q3 		$332K Hold
4,120
– – 0.21% 111
2025
Q2 		$281K Buy
4,120
+150
+4% +$10.4K 0.19% 127
2025
Q1 		$281K Hold
3,970
– – 0.21% 120
2024
Q4 		$268K Buy
3,970
+75
+2% +$5.03K 0.2% 121
2024
Q3 		$254K Buy
+3,895
New +$231K 0.19% 129

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Patrick M. Sweeney & Associates's XEL Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Xcel Energy (XEL) stake by 1.6% in Q3 2026, buying an estimated $5.39K and bringing the position to 4,520 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #129.

Patrick M. Sweeney & Associates first reported a position in XEL in Q3 2024 and has held it in 9 quarters since. The position peaked at $357K in Q2 2026. 758 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Patrick M. Sweeney & Associates held 4,520 shares of Xcel Energy worth $319K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 70 Xcel Energy shares in Q3 2026, an estimated $5.39K.
  • Xcel Energy made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #129 holding.
  • Patrick M. Sweeney & Associates first reported a position in Xcel Energy in Q3 2024 and has held it in 9 quarters since.
  • Patrick M. Sweeney & Associates's Xcel Energy position peaked at $357K in Q2 2026.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.