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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYM Financial Corp's XEL Position: Q1 2026 in Review

SYM Financial Corp increased its Xcel Energy (XEL) stake by 1.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 9,024 shares worth $717K. The position accounts for 0.07% of the portfolio, ranked #84.

SYM Financial Corp first reported a position in XEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $737K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

SYM Financial Corp held 9,024 shares of Xcel Energy worth $717K as of Q1 2026.
SYM Financial Corp bought 148 Xcel Energy shares in Q1 2026, an estimated $11.6K.
Xcel Energy made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #84 holding.
SYM Financial Corp first reported a position in Xcel Energy in Q2 2024 and has held it in 8 quarters since.
SYM Financial Corp's Xcel Energy position peaked at $737K in Q3 2025.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.