Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$357,335
+$21,701 QoQ
Shares Held
4,450
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#774
of 1,281 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,067,049 across 6 Utilities - Regulated Electric names. XEL ranks #3 (17.3% of the industry book) .
All Filings in XEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,335 | 4,450 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $335,634 | 4,225 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $304,303 | 4,120 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $332,278 | 4,120 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $280,572 | 4,120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $281,036 | 3,970 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $268,054 | 3,970 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $254,343 | 3,895 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||