Credential Qtrade Securities’s Xcel Energy XEL Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$868K	Buy	+16,140	New	+$922K	0.05%	161

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Credential Qtrade Securities's XEL Position: Q1 2024 in Review

Credential Qtrade Securities opened a new position in Xcel Energy (XEL) in Q1 2024: 16,140 shares worth $868K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings.

980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Credential Qtrade Securities held 16,140 shares of Xcel Energy worth $868K as of Q1 2024.
Xcel Energy was a new Credential Qtrade Securities position in Q1 2024.
Xcel Energy made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #161 holding.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.