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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 %
QWP
351
Quotient Wealth Partners
Texas
$1.39M +$201K +3,737 +17%
EF
352
Empowered Funds
Pennsylvania
$1.39M +$397K +7,394 +40%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$1.38M -$59.6K -1,108 -4%
SCM
354
Stevens Capital Management
Pennsylvania
$1.37M +$1.37M +25,531 New
Hudson Bay Capital Management
355
Hudson Bay Capital Management
Connecticut
$1.36M +$1.36M +25,241 New
BCM
356
Bayesian Capital Management
New York
$1.35M -$4.93M -91,700 -78%
TPCW
357
TD Private Client Wealth
New York
$1.35M -$394K -7,333 -23%
UM
358
UniSuper Management
Australia
$1.35M +$1.08M +20,094 +403%
IMPI
359
Ilmarinen Mutual Pension Insurance
Finland
$1.34M +$269K +5,000 +25%
MWM
360
Mission Wealth Management
California
$1.32M -$776K -14,438 -37%
BF
361
BOK Financial
Oklahoma
$1.31M +$203K +3,806 +18%
Simplex Trading
362
Simplex Trading
Illinois
$1.3M +$622K +11,578 +92%
KeyBank National Association
363
KeyBank National Association
Ohio
$1.27M -$11.8K -220 -0.9%
PA
364
Procyon Advisors
Connecticut
$1.26M +$267K +4,970 +27%
GWWM
365
Great Waters Wealth Management
Minnesota
$1.26M +$8.55K +159 +0.7%
TC
366
TownSquare Capital
Utah
$1.24M +$280K +5,213 +29%
DWM
367
Dakota Wealth Management
Florida
$1.23M +$169K +3,148 +16%
NB
368
Norinchukin Bank
Japan
$1.23M -$23K -428 -2%
MYAM
369
Meiji Yasuda Asset Management
Japan
$1.23M -$1.54M -28,681 -56%
IC
370
IEQ Capital
California
$1.22M -$130K -2,427 -10%
GAA
371
Global Assets Advisory
Florida
$1.21M +$1.21M +64,469 New
VI
372
Versor Investments
New York
$1.2M +$670K +12,462 +125%
Capstone Investment Advisors
373
Capstone Investment Advisors
New York
$1.2M +$377K +7,014 +46%
MLICM
374
Metropolitan Life Insurance Company (MetLife)
New York
$1.2M -$11.1K -206 -0.9%
OM
375
OV Management
Minnesota
$1.19M – – –
13 14
15
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