V-Square Quantitative Management’s Xcel Energy XEL Stock Holding History

V-Square Quantitative Management’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	$538K	Buy	6,704 +69	+1%	+$5.51K	0.05%	314
2026 Q1	$527K	Buy	6,635 +1,472	+29%	+$115K	0.06%	307
2025 Q4	$381K	Buy	+5,163	New	+$407K	0.04%	361
2025 Q3	–	Sell	-6,063	Closed	-$413K	–	602
2025 Q2	$413K	Buy	6,063 +498	+9%	+$34.5K	0.06%	342
2025 Q1	$394K	Sell	5,565 -81	-1%	-$5.51K	0.06%	356
2024 Q4	$381K	Sell	5,646 -666	-11%	-$44.7K	0.05%	364
2024 Q3	$412K	Buy	6,312 +120	+2%	+$7.12K	0.06%	348
2024 Q2	$331K	Sell	6,192 -702	-10%	-$38.2K	0.05%	345
2024 Q1	$371K	Buy	6,894 +2,256	+49%	+$129K	0.05%	334
2023 Q4	$287K	Hold	4,638	–	–	0.05%	318
2023 Q3	$265K	Buy	4,638 +3,382	+269%	+$203K	0.12%	234
2023 Q2	$78.1K	Buy	+1,256	New	+$83.9K	0.06%	255

Other funds holding XEL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

V-Square Quantitative Management's XEL Position: Q2 2026 in Review

V-Square Quantitative Management increased its Xcel Energy (XEL) stake by 1% in Q2 2026, buying an estimated $5.51K and bringing the position to 6,704 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #314.

V-Square Quantitative Management first reported a position in XEL in Q2 2023 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

V-Square Quantitative Management held 6,704 shares of Xcel Energy worth $538K as of Q2 2026.
V-Square Quantitative Management bought 69 Xcel Energy shares in Q2 2026, an estimated $5.51K.
Xcel Energy made up 0.05% of V-Square Quantitative Management's portfolio in Q2 2026, its #314 holding.
V-Square Quantitative Management first reported a position in Xcel Energy in Q2 2023 and has held it in 12 quarters since.
491 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.