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Patriot Investment Management Group’s Xcel Energy XEL Stock Holding History

Patriot Investment Management Group’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
Q2 		$236K Hold
2,942
– – 0.01% 226
2026
Q1 		$234K Hold
2,942
– – 0.01% 224
2025
Q4 		$217K Sell
2,942
-325
-10% -$25.6K 0.01% 234
2025
Q3 		$263K Hold
3,267
– – 0.02% 216
2025
Q2 		$222K Buy
+3,267
New +$227K 0.02% 230

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Patriot Investment Management Group's XEL Position: Q2 2026 in Review

Patriot Investment Management Group held its Xcel Energy (XEL) position steady in Q2 2026 at 2,942 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #226.

Patriot Investment Management Group first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $263K in Q3 2025. 414 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Patriot Investment Management Group held 2,942 shares of Xcel Energy worth $236K as of Q2 2026.
  • Patriot Investment Management Group left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Patriot Investment Management Group's portfolio in Q2 2026, its #226 holding.
  • Patriot Investment Management Group first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • Patriot Investment Management Group's Xcel Energy position peaked at $263K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.