Pin Oak Investment Advisors’s Xcel Energy XEL Stock Holding History

Pin Oak Investment Advisors’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	$28K	Hold	353	–	–	0.02%	277
2026 Q1	$28K	Hold	353	–	–	0.02%	268
2025 Q4	$27K	Hold	353	–	–	0.02%	280
2025 Q3	$28.7K	Hold	353	–	–	0.02%	267
2025 Q2	$24K	Hold	353	–	–	0.02%	264
2025 Q1	$25K	Hold	353	–	–	0.02%	252
2024 Q4	$23K	Hold	353	–	–	0.02%	260
2024 Q3	$23K	Hold	353	–	–	0.02%	263
2024 Q2	$19K	Hold	353	–	–	0.02%	270
2024 Q1	$19K	Hold	353	–	–	0.02%	274
2023 Q4	$22K	Hold	353	–	–	0.02%	254
2023 Q3	$20K	Hold	353	–	–	0.02%	253
2023 Q2	$22K	Hold	353	–	–	0.02%	241
2023 Q1	$24K	Hold	353	–	–	0.03%	219
2022 Q4	$25K	Hold	353	–	–	0.03%	202
2022 Q3	$23K	Hold	353	–	–	0.03%	202
2022 Q2	$25K	Hold	353	–	–	0.03%	209
2022 Q1	$25K	Buy	+353	New	+$24.3K	0.03%	234

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pin Oak Investment Advisors's XEL Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 353 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #277.

Pin Oak Investment Advisors first reported a position in XEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.7K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Pin Oak Investment Advisors held 353 shares of Xcel Energy worth $28K as of Q2 2026.
Pin Oak Investment Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #277 holding.
Pin Oak Investment Advisors first reported a position in Xcel Energy in Q1 2022 and has held it in 18 quarters since.
Pin Oak Investment Advisors's Xcel Energy position peaked at $28.7K in Q3 2025.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.