Synergy Investment Management’s Xcel Energy XEL Stock Holding History

Synergy Investment Management’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	$9.37K	Buy	+118	New	+$9.26K	﹤0.01%	502

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

Synergy Investment Management's XEL Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Xcel Energy (XEL) in Q1 2026: 118 shares worth $9.37K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Synergy Investment Management held 118 shares of Xcel Energy worth $9.37K as of Q1 2026.
Xcel Energy was a new Synergy Investment Management position in Q1 2026.
Xcel Energy made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #502 holding.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.