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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
330
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$683M
2
State Street
State Street
Massachusetts
$1.88B
3
ZP
Zimmer Partners
New York
$162M
4
Millennium Management
Millennium Management
New York
$229M
5
Federated Hermes
Federated Hermes
Pennsylvania
$127M

Top Sellers

1
BlackRock
BlackRock
New York
$2.45B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$764M
3
Morgan Stanley
Morgan Stanley
New York
$401M
4
JAM
Jupiter Asset Management
United Kingdom
$10.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
326
Simplex Trading
Illinois
$1.65M +$366K +6,848 +28%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$1.63M -$495K -9,276 -23%
FNA
328
First National Advisers
Nebraska
$1.6M +$69.8K +1,308 +5%
BF
329
BOK Financial
Oklahoma
$1.59M +$271K +5,067 +21%
BNP Paribas Asset Management
330
BNP Paribas Asset Management
France
$1.58M -$582K -10,885 -27%
MGP
331
M&G plc
United Kingdom
$1.57M +$1.57M +29,558 New
EP
332
EPIQ Partners
Minnesota
$1.54M -$10.7K -201 -0.7%
Walleye Capital
333
Walleye Capital
New York
$1.52M -$2.85M -53,453 -65%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$1.51M -$310K -5,809 -17%
BPA
335
Beacon Pointe Advisors
California
$1.48M +$3.53K +66 +0.2%
NMERB
336
New Mexico Educational Retirement Board
New Mexico
$1.48M – – –
BCM
337
Bayesian Capital Management
New York
$1.48M +$139K +2,610 +10%
TC
338
TownSquare Capital
Utah
$1.47M +$240K +4,496 +20%
P
339
&Partners
Tennessee
$1.45M +$1.13M +21,317 +355%
CA
340
Claro Advisors
Massachusetts
$1.45M +$8.71K +163 +0.6%
BCP
341
Blackhawk Capital Partners
Wisconsin
$1.44M +$1.44M +26,936 New
VHAM
342
Van Hulzen Asset Management
California
$1.43M +$26.6K +498 +2%
SI
343
SCP Investment
California
$1.42M +$1.22M +22,800 +600%
TI
344
Tidal Investments
Wisconsin
$1.42M -$112K -2,090 -7%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$45K +842 +3%
PA
346
Procyon Advisors
Connecticut
$1.42M +$162K +3,027 +13%
BFG
347
Berger Financial Group
Minnesota
$1.41M +$5.18K +97 +0.4%
CBT
348
Central Bank & Trust
Kentucky
$1.4M -$961 -18 -0.1%
FC
349
FORA Capital
Florida
$1.39M +$1.39M +26,089 New
STAS
350
Strong Tower Advisory Services
Minnesota
$1.39M +$331K +6,193 +31%
12 13
14
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