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Syon Capital’s Xcel Energy XEL Stock Holding History

Syon Capital’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 		$458K Buy
5,707
+195
+4% +$15.6K 0.02% 656
2026
Q1 		$438K Buy
5,512
+1
+0% +$78 0.02% 605
2025
Q4 		$407K Buy
5,511
+374
+7% +$29.5K 0.02% 634
2025
Q3 		$414K Buy
5,137
+936
+22% +$67.7K 0.02% 558
2025
Q2 		$286K Buy
+4,201
New +$291K 0.02% 568
2024
Q4 		– Sell
-3,403
Closed -$222K – 603
2024
Q3 		$222K Buy
+3,403
New +$202K 0.02% 423
2024
Q1 		– Sell
-5,126
Closed -$317K – 480
2023
Q4 		$317K Buy
+5,126
New +$308K 0.03% 341

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Syon Capital's XEL Position: Q2 2026 in Review

Syon Capital increased its Xcel Energy (XEL) stake by 3.5% in Q2 2026, buying an estimated $15.6K and bringing the position to 5,707 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #656.

Syon Capital first reported a position in XEL in Q4 2023 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Syon Capital held 5,707 shares of Xcel Energy worth $458K as of Q2 2026.
  • Syon Capital bought 195 Xcel Energy shares in Q2 2026, an estimated $15.6K.
  • Xcel Energy made up 0.02% of Syon Capital's portfolio in Q2 2026, its #656 holding.
  • Syon Capital first reported a position in Xcel Energy in Q4 2023 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.