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Edge Capital Group’s Xcel Energy XEL Stock Holding History

Edge Capital Group’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
Q4 		$36.6K Buy
+208,333
New +$14M ﹤0.01% 321

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Edge Capital Group's XEL Position: Q4 2024 in Review

Edge Capital Group opened a new position in Xcel Energy (XEL) in Q4 2024: 208,333 shares worth $36.6K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Edge Capital Group held 208,333 shares of Xcel Energy worth $36.6K as of Q4 2024.
  • Xcel Energy was a new Edge Capital Group position in Q4 2024.
  • Xcel Energy made up ﹤0.01% of Edge Capital Group's portfolio in Q4 2024, its #321 holding.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.