SYM Financial Corp
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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
Q3 		$643K Sell
9,123
-306
-3% -$23.6K 0.05% 131
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

SYM Financial Corp's XEL Position: Q3 2026 in Review

SYM Financial Corp reduced its Xcel Energy (XEL) stake by 3.2% in Q3 2026, selling an estimated $23.6K and leaving 9,123 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #131.

SYM Financial Corp first reported a position in XEL in Q2 2024 and has held it in 10 quarters since. The position peaked at $757K in Q2 2026. 650 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • SYM Financial Corp held 9,123 shares of Xcel Energy worth $643K as of Q3 2026.
  • SYM Financial Corp sold 306 Xcel Energy shares in Q3 2026, an estimated $23.6K.
  • Xcel Energy made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #131 holding.
  • SYM Financial Corp first reported a position in Xcel Energy in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's Xcel Energy position peaked at $757K in Q2 2026.
  • 650 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.