SC
XEL icon

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
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
-10,252
Closed -$635K – 512
2023
Q4 		$635K Buy
+10,252
New +$615K 0.03% 360

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Syon Capital's XEL Position: Q1 2026 in Review

Syon Capital increased its Xcel Energy (XEL) stake by 0.02% in Q1 2026, buying an estimated $78 and bringing the position to 5,512 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #605.

Syon Capital first reported a position in XEL in Q4 2023 and has held it in 6 quarters since. The position peaked at $635K in Q4 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Syon Capital held 5,512 shares of Xcel Energy worth $438K as of Q1 2026.
  • Syon Capital bought 1 Xcel Energy share in Q1 2026, an estimated $78.
  • Xcel Energy made up 0.02% of Syon Capital's portfolio in Q1 2026, its #605 holding.
  • Syon Capital first reported a position in Xcel Energy in Q4 2023 and has held it in 6 quarters since.
  • Syon Capital's Xcel Energy position peaked at $635K in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.