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Credit Suisse’s Xcel Energy XEL Stock Holding History

Credit Suisse’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
2021
Q4 		– Sell
-80,000
Closed -$5M – 4687
2021
Q3 		$5M Buy
+80,000
New +$5.4M ﹤0.01% 2069

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Credit Suisse's XEL Position: Q1 2024 in Review

Credit Suisse increased its Xcel Energy (XEL) stake by 0.79% in Q1 2024, buying an estimated $358K and bringing the position to 796,682 shares worth $42.8M. The position accounts for 0.04% of the portfolio, ranked #407.

Credit Suisse first reported a position in XEL in Q2 2013 and has held it in 44 quarters since. The position peaked at $120M in Q2 2020. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Credit Suisse held 796,682 shares of Xcel Energy worth $42.8M as of Q1 2024.
  • Credit Suisse bought 6,273 Xcel Energy shares in Q1 2024, an estimated $358K.
  • Xcel Energy made up 0.04% of Credit Suisse's portfolio in Q1 2024, its #407 holding.
  • Credit Suisse first reported a position in Xcel Energy in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Xcel Energy position peaked at $120M in Q2 2020.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.