SF
XEL icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Symphony Financial's XEL Position: Q4 2024 in Review

Symphony Financial sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 3,354 shares — an estimated $217K sold.

Symphony Financial first reported a position in XEL in Q1 2020 and held it in 12 quarters. The position peaked at $867K in Q4 2020. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Symphony Financial reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Symphony Financial sold 3,354 Xcel Energy shares in Q4 2024, an estimated $217K.
  • Symphony Financial first reported a position in Xcel Energy in Q1 2020 and held it in 12 quarters.
  • Symphony Financial's Xcel Energy position peaked at $867K in Q4 2020.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.