Susquehanna Fundamental Investments’s Xcel Energy XEL Stock Holding History

Susquehanna Fundamental Investments’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
2025 Q4	–	Sell	-123,300	Closed	-$9.94M	–	707
2025 Q3	$9.94M	Sell	123,300 -17,890	-13%	-$1.29M	0.39%	68
2025 Q2	$9.62M	Sell	141,190 -14,902	-10%	-$1.03M	0.26%	112
2025 Q1	$11M	Sell	156,092 -112,216	-42%	-$7.64M	0.15%	168
2024 Q4	$18.1M	Buy	+268,308	New	+$18M	0.26%	90
2024 Q2	$15.5M	Sell	289,737 -198,985	-41%	-$10.8M	0.36%	81
2024 Q1	$26.3M	Buy	+488,722	New	+$27.9M	1.23%	12
2023 Q4	–	Sell	-272,362	Closed	-$15.6M	–	342
2023 Q3	$15.6M	Sell	272,362 -720	-0.3%	-$43.3K	1.01%	22
2023 Q2	$17M	Hold	273,082	–	–	0.62%	34
2023 Q1	$18.4M	Sell	273,082 -113,068	-29%	-$7.63M	0.43%	53
2022 Q4	$27.1M	Buy	+386,150	New	+$25.7M	0.47%	40
2020 Q4	–	Sell	-97,073	Closed	-$6.7M	–	1626
2020 Q3	$6.7M	Buy	97,073 +21,470	+28%	+$1.46M	0.2%	123
2020 Q2	$4.72M	Buy	+75,603	New	+$4.76M	0.23%	103
2019 Q4	–	Sell	-61,100	Closed	-$3.96M	–	361
2019 Q3	$3.96M	Hold	61,100	–	–	0.48%	61
2019 Q2	$3.63M	Hold	61,100	–	–	0.42%	76
2019 Q1	$3.43M	Hold	61,100	–	–	0.39%	86
2018 Q4	$3.01M	Buy	+61,100	New	+$3.06M	0.53%	62
2018 Q2	–	Sell	-45,400	Closed	-$2.06M	–	498
2018 Q1	$2.06M	Buy	+45,400	New	+$2.02M	0.25%	148

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Susquehanna Fundamental Investments's XEL Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 123,300 shares — an estimated $9.94M sold.

Susquehanna Fundamental Investments first reported a position in XEL in Q1 2018 and held it in 17 quarters. The position peaked at $27.1M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 123,300 Xcel Energy shares in Q4 2025, an estimated $9.94M.
Susquehanna Fundamental Investments first reported a position in Xcel Energy in Q1 2018 and held it in 17 quarters.
Susquehanna Fundamental Investments's Xcel Energy position peaked at $27.1M in Q4 2022.
1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.