Susquehanna Portfolio Strategies’s Xcel Energy XEL Stock Holding History

Susquehanna Portfolio Strategies’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	$18.7M	Sell	232,642 -150,345	-39%	-$12M	0.3%	94
2026 Q1	$30.4M	Buy	382,987 +16,687	+5%	+$1.31M	0.45%	56
2025 Q4	$27.1M	Hold	366,300	–	–	0.42%	60
2025 Q3	$29.5M	Buy	366,300 +215,955	+144%	+$15.6M	0.47%	48
2025 Q2	$10.2M	Buy	+150,345	New	+$10.4M	0.22%	125
2024 Q2	–	Sell	-9,527	Closed	-$512K	–	763
2024 Q1	$512K	Hold	9,527	–	–	0.01%	587
2023 Q4	$590K	Buy	+9,527	New	+$572K	0.01%	720

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Susquehanna Portfolio Strategies's XEL Position: Q2 2026 in Review

Susquehanna Portfolio Strategies reduced its Xcel Energy (XEL) stake by 39% in Q2 2026, selling an estimated $12M and leaving 232,642 shares worth $18.7M. The position accounts for 0.3% of the portfolio, ranked #94.

Susquehanna Portfolio Strategies first reported a position in XEL in Q4 2023 and has held it in 7 quarters since. The position peaked at $30.4M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Susquehanna Portfolio Strategies held 232,642 shares of Xcel Energy worth $18.7M as of Q2 2026.
Susquehanna Portfolio Strategies sold 150,345 Xcel Energy shares in Q2 2026, an estimated $12M.
Xcel Energy made up 0.3% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #94 holding.
Susquehanna Portfolio Strategies first reported a position in Xcel Energy in Q4 2023 and has held it in 7 quarters since.
Susquehanna Portfolio Strategies's Xcel Energy position peaked at $30.4M in Q1 2026.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.