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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 %
CGH
301
Crossmark Global Holdings
Texas
$2.13M -$217K -4,047 -9%
EIA
302
Edgemoor Investment Advisors
Maryland
$2.08M – – –
PPWP
303
Proquility Private Wealth Partners
Nevada
$2.02M +$223K +4,158 +12%
AAM
304
Advisors Asset Management
Colorado
$2.01M -$117K -2,168 -5%
AIP
305
ARS Investment Partners
New York
$1.98M – – –
SFI
306
Siemens Fonds Invest
Germany
$1.96M -$12.6K -235 -0.6%
WBC
307
Westpac Banking Corp
Australia
$1.95M +$185K +3,434 +10%
Axa
308
Axa
France
$1.95M +$127K +2,372 +7%
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$1.91M -$83.4K -1,551 -4%
HT
310
Headlands Technologies
Illinois
$1.91M +$1.59M +29,593 +493%
VPIM
311
Vanguard Personalized Indexing Management
California
$1.91M -$391K -7,281 -17%
DC
312
Davenport & Co
Virginia
$1.89M -$11.8K -219 -0.6%
CC
313
Centiva Capital
New York
$1.88M +$1.88M +35,032 New
CA
314
Cornerstone Advisors
North Carolina
$1.88M – – –
MC
315
Machina Capital
France
$1.86M +$1.86M +34,666 New
Baird Financial Group
316
Baird Financial Group
Wisconsin
$1.83M +$56.4K +1,049 +3%
IMC Chicago
317
IMC Chicago
Illinois
$1.82M +$1.82M +33,797 New
MAM
318
Meeder Asset Management
Ohio
$1.8M +$1.8M +33,505 New
TRCT
319
Tower Research Capital (TRC)
New York
$1.79M -$2.93M -54,603 -62%
CAM
320
Cresset Asset Management
Illinois
$1.78M -$345K -6,374 -16%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$1.78M +$111K +2,060 +7%
SAM
322
Securian Asset Management
Minnesota
$1.75M -$127K -2,366 -7%
MGP
323
Metis Global Partners
California
$1.74M +$17.2K +320 +1%
Two Sigma Investments
324
Two Sigma Investments
New York
$1.74M +$1.03M +19,085 +143%
FDS
325
First Dallas Securities
Texas
$1.74M -$159K -2,966 -8%
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