PMSA
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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patrick M. Sweeney & Associates's XEL Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Xcel Energy (XEL) stake by 2.5% in Q1 2026, buying an estimated $8.24K and bringing the position to 4,225 shares worth $336K. The position accounts for 0.22% of the portfolio, ranked #117.

Patrick M. Sweeney & Associates first reported a position in XEL in Q3 2024 and has held it in 7 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Patrick M. Sweeney & Associates held 4,225 shares of Xcel Energy worth $336K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 105 Xcel Energy shares in Q1 2026, an estimated $8.24K.
  • Xcel Energy made up 0.22% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #117 holding.
  • Patrick M. Sweeney & Associates first reported a position in Xcel Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.