Symphony Financial’s Xcel Energy XEL Stock Holding History

Symphony Financial’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	$226K	Buy	+2,761	New	+$220K	0.02%	333
2024 Q4	–	Sell	-3,354	Closed	-$217K	–	251
2024 Q3	$217K	Buy	+3,354	New	+$199K	0.04%	209
2022 Q4	–	Sell	-5,073	Closed	-$332K	–	211
2022 Q3	$332K	Sell	5,073 -15	-0.3%	-$1.09K	0.11%	161
2022 Q2	$357K	Sell	5,088 -392	-7%	-$28.5K	0.11%	147
2022 Q1	$409K	Sell	5,480 -162	-3%	-$11.1K	0.1%	145
2021 Q4	$383K	Buy	5,642 +1,278	+29%	+$83.3K	0.11%	126
2021 Q3	$273K	Sell	4,364 -52	-1%	-$3.51K	0.1%	147
2021 Q2	$290K	Sell	4,416 -3,133	-42%	-$218K	0.1%	141
2021 Q1	$515K	Sell	7,549 -5,662	-43%	-$358K	0.14%	109
2020 Q4	$867K	Buy	13,211 +1,209	+10%	+$84.3K	0.31%	57
2020 Q3	$828K	Sell	12,002 -1,394	-10%	-$95.1K	0.34%	47
2020 Q2	$837K	Buy	13,396 +7,969	+147%	+$502K	0.4%	42
2020 Q1	$340K	Buy	+5,427	New	+$354K	0.23%	66

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 $3.38T AUM 44.17% 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

Symphony Financial's XEL Position: Q2 2026 in Review

Symphony Financial opened a new position in Xcel Energy (XEL) in Q2 2026: 2,761 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #333 among its holdings. This is a return to the name: Symphony Financial previously reported a position in XEL as recently as Q3 2024.

Symphony Financial first reported a position in XEL in Q1 2020 and has held it in 13 quarters since. The position peaked at $867K in Q4 2020. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Symphony Financial held 2,761 shares of Xcel Energy worth $226K as of Q2 2026.
Xcel Energy was a new Symphony Financial position in Q2 2026.
Xcel Energy made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #333 holding.
Symphony Financial first reported a position in Xcel Energy in Q1 2020 and has held it in 13 quarters since.
Symphony Financial's Xcel Energy position peaked at $867K in Q4 2020.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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