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Patton Fund Management’s Xcel Energy XEL Stock Holding History

Patton Fund Management’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 		– Sell
-2,950
Closed -$234K – 477
2026
Q1 		$234K Hold
2,950
– – 0.04% 365
2025
Q4 		$218K Sell
2,950
-242
-8% -$19.1K 0.03% 397
2025
Q3 		$257K Hold
3,192
– – 0.05% 237
2025
Q2 		$217K Buy
+3,192
New +$221K 0.05% 408
2023
Q1 		– Sell
-2,930
Closed -$205K – 228
2022
Q4 		$205K Buy
+2,930
New +$195K 0.06% 170

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Patton Fund Management's XEL Position: Q2 2026 in Review

Patton Fund Management sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,950 shares — an estimated $234K sold.

Patton Fund Management first reported a position in XEL in Q4 2022 and held it in 5 quarters. The position peaked at $257K in Q3 2025. 251 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Patton Fund Management reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 2,950 Xcel Energy shares in Q2 2026, an estimated $234K.
  • Patton Fund Management first reported a position in Xcel Energy in Q4 2022 and held it in 5 quarters.
  • Patton Fund Management's Xcel Energy position peaked at $257K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.