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SYM Financial Corp’s Xcel Energy XEL Stock Holding History

SYM Financial Corp’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 		$757K Buy
9,429
+405
+4% +$32.3K 0.06% 90
2026
Q1 		$717K Buy
9,024
+148
+2% +$11.6K 0.07% 84
2025
Q4 		$656K Sell
8,876
-267
-3% -$21.1K 0.07% 89
2025
Q3 		$737K Buy
9,143
+7
+0.1% +$506 0.08% 74
2025
Q2 		$622K Sell
9,136
-92
-1% -$6.38K 0.07% 102
2025
Q1 		$653K Buy
9,228
+6
+0.1% +$408 0.08% 78
2024
Q4 		$623K Buy
9,222
+642
+7% +$43.1K 0.08% 77
2024
Q3 		$560K Buy
8,580
+877
+11% +$52K 0.08% 66
2024
Q2 		$411K Buy
+7,703
New +$419K 0.07% 66

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SYM Financial Corp's XEL Position: Q2 2026 in Review

SYM Financial Corp increased its Xcel Energy (XEL) stake by 4.5% in Q2 2026, buying an estimated $32.3K and bringing the position to 9,429 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #90.

SYM Financial Corp first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SYM Financial Corp held 9,429 shares of Xcel Energy worth $757K as of Q2 2026.
  • SYM Financial Corp bought 405 Xcel Energy shares in Q2 2026, an estimated $32.3K.
  • Xcel Energy made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #90 holding.
  • SYM Financial Corp first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.