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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 %
NIM
326
NEOS Investment Management
Connecticut
$1.7M +$305K +5,677 +22%
NRD
327
Nebula Research & Development
New York
$1.69M +$1.69M +31,512 New
LMIM
328
Lockheed Martin Investment Management
Maryland
$1.67M -$250K -4,200 -13%
SM
329
Sciencast Management
New Jersey
$1.67M +$313K +5,829 +23%
PSP
330
Principal Street Partners
Tennessee
$1.65M +$1.65M +29,840 New
Wolverine Trading
331
Wolverine Trading
Illinois
$1.65M +$817K +15,197 +98%
CA
332
Cetera Advisors
Colorado
$1.64M +$1.05M +19,517 +177%
AF
333
Advisornet Financial
Minnesota
$1.63M -$1.4M -26,116 -46%
SAM
334
Shell Asset Management
Netherlands
$1.63M +$224K +4,193 +16%
FNA
335
First National Advisers
Nebraska
$1.62M +$392K +6,910 +32%
Wealthfront Advisers
336
Wealthfront Advisers
California
$1.62M -$1.08M -20,142 -40%
DADC
337
D.A. Davidson & Co
Montana
$1.57M -$32.6K -607 -2%
EP
338
EPIQ Partners
Minnesota
$1.56M +$10.9K +202 +0.7%
TI
339
Tidal Investments
Wisconsin
$1.54M +$64.6K +1,202 +4%
TWM
340
Tradition Wealth Management
Minnesota
$1.52M -$492K -9,152 -24%
GCM
341
Graham Capital Management
Connecticut
$1.51M +$1.51M +28,050 New
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$1.49M -$48.4K -900 -3%
I
343
InceptionR
California
$1.49M +$1.49M +27,755 New
BPA
344
Beacon Pointe Advisors
California
$1.49M +$42.1K +784 +3%
AI
345
Atom Investors
Texas
$1.47M +$203K +3,774 +16%
Group One Trading
346
Group One Trading
Illinois
$1.47M +$182K +3,380 +14%
CA
347
Claro Advisors
Massachusetts
$1.45M -$93.4K -1,737 -6%
BFG
348
Berger Financial Group
Minnesota
$1.42M +$20.8K +387 +1%
CBT
349
Central Bank & Trust
Kentucky
$1.41M -$75.3K -1,401 -5%
VHAM
350
Van Hulzen Asset Management
California
$1.41M – – –
12 13
14
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