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Xcel Energy shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in Xcel Energy

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All positions including Xcel Energy held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-06-30 $411k 7.7k 53.41

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dow (DOW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Eli Lilly & Co. (LLY)
PIMCO Corporate Opportunity Fund (PTY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sym Financial Corporation

Top funds holding Xcel Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
Victory Capital Management
Invesco

View all funds holding Xcel Energy