Position in XEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$757,148
+$40,282 QoQ
Shares Held
9,429
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#596
of 1,278 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SYM FINANCIAL Corp holds $5,564,477 across 12 Utilities - Regulated Electric names. XEL ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
12,303 | $915,958 | |
| 2 | PCG |
PG&E Corp
|
47,173 | $793,449 | |
| 3 | XEL |
Xcel Energy Inc
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|
9,429 | $757,148 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,409 | $631,608 | |
| 5 | ES |
Eversource Energy
|
7,813 | $564,645 | |
| 6 | EVRG |
Evergy, Inc.
|
4,781 | $413,221 | |
| 7 | ETR |
Entergy Corp /De/
|
2,545 | $292,318 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,088 | $285,659 |
All Filings in XEL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,148 | 9,429 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $716,866 | 9,024 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $655,581 | 8,876 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $737,382 | 9,143 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $622,161 | 9,136 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $653,250 | 9,228 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $622,669 | 9,222 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $560,274 | 8,580 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $411,417 | 7,703 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||