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Xcel Energy
XEL

Overview Fund Activity

974 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 330 increasing their positions, 375 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-37
Holders Change %
-3.66%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
108
Increased
330
Reduced
375
Closed
135
Calls
$130M
Puts
$120M
Net Calls
+$9.51M
Net Calls Change
-$113M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
2
State Street
State Street
Massachusetts
+$173M
3
Franklin Resources
Franklin Resources
California
+$143M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M
5
Man Group
Man Group
United Kingdom
+$124M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$889M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$302M
3
Morgan Stanley
Morgan Stanley
New York
-$163M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$150M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
SIR Capital Management
New York
$3.84M +$3.84M +71,500 New
Janus Henderson Group
252
Janus Henderson Group
United Kingdom
$3.84M -$354K -6,592 -8%
SCM
253
Shelton Capital Management
Colorado
$3.79M – – –
AAIM
254
American Assets Investment Management
California
$3.76M – – –
VI
255
Vestcor Inc
New Brunswick, Canada
$3.7M -$206K -3,828 -5%
IGAM
256
iA Global Asset Management
Quebec, Canada
$3.6M -$186K -3,469 -5%
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$3.56M +$165K +3,034 +5%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$3.54M +$129K +2,405 +4%
AI
259
Atria Investments
North Carolina
$3.46M +$339K +6,310 +11%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$3.44M +$265K +4,912 +8%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.36M -$120K -2,238 -3%
BPGAM
262
BTG Pactual Global Asset Management
Bermuda
$3.35M +$3.35M +62,331 New
IIM
263
Intact Investment Management
Quebec, Canada
$3.34M +$172K +3,200 +5%
PA
264
Profund Advisors
Maryland
$3.29M -$205K -3,820 -6%
ZB
265
Zions Bancorporation
Utah
$3.28M +$68.7K +1,278 +2%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$3.23M -$255K -4,741 -7%
CAN
267
Cetera Advisor Networks
California
$3.17M -$571K -10,632 -15%
MHC
268
Meyer Handelman Company
New York
$3.16M -$25.5K -475 -0.8%
PAG
269
Private Advisor Group
New Jersey
$3.15M -$103K -1,924 -3%
DA
270
Duality Advisers
Florida
$3.05M +$3.05M +56,737 New
QCM
271
Qsemble Capital Management
New York
$3.02M +$2.48M +46,105 +457%
WC
272
Wexford Capital
Florida
$3.01M +$3.01M +56,007 New
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$2.98M -$402K -7,474 -12%
MSAM
274
Moloney Securities Asset Management
Missouri
$2.97M +$9.51K +177 +0.3%
BCCM
275
Bridge Creek Capital Management
Massachusetts
$2.9M +$77.7K +1,445 +3%
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