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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 %
FRM
351
Fox Run Management
Connecticut
$1.38M +$613K +11,475 +80%
AAS
352
Avantax Advisory Services
Texas
$1.32M +$458K +8,581 +53%
IC
353
IEQ Capital
California
$1.29M +$78.7K +1,473 +6%
WA
354
Wealth Alliance
New York
$1.29M +$751K +14,062 +140%
QWP
355
Quotient Wealth Partners
Texas
$1.28M -$105K -1,962 -8%
NB
356
Norinchukin Bank
Japan
$1.25M +$28.2K +528 +2%
DZ Bank
357
DZ Bank
Germany
$1.23M +$421K +7,877 +52%
BFG
358
Bleakley Financial Group
New Jersey
$1.23M +$461K +8,629 +60%
SW
359
Simplicity Wealth
New Jersey
$1.23M +$462K +8,656 +60%
AF
360
Advisornet Financial
Minnesota
$1.23M -$397K -7,428 -24%
DWM
361
Dakota Wealth Management
Florida
$1.22M -$4.81K -90 -0.4%
OM
362
OV Management
Minnesota
$1.2M +$21.4K +400 +2%
TWM
363
Tradition Wealth Management
Minnesota
$1.18M -$322K -6,038 -21%
CL
364
Choreo LLC
Illinois
$1.18M +$919K +17,512 +347%
OC
365
Oppenheimer & Co
New York
$1.18M +$31.6K +591 +3%
STA
366
Summit Trail Advisors
New York
$1.18M +$49.5K +918 +4%
HAG
367
HighPoint Advisor Group
Illinois
$1.18M +$52.4K +894 +5%
FB
368
Fulton Bank
Pennsylvania
$1.17M +$76.3K +1,428 +7%
Acadian Asset Management
369
Acadian Asset Management
Massachusetts
$1.16M +$1.13M +21,147 +3,461%
VBFP
370
Valtinson Bruner Financial Planning
Minnesota
$1.16M -$1.18K -22 -0.1%
MC
371
Machina Capital
France
$1.15M -$697K -13,042 -38%
AWM
372
AE Wealth Management
Kansas
$1.15M +$223K +4,178 +24%
MFS
373
Mattson Financial Services
Michigan
$1.15M +$1.15M +21,463 New
RC
374
Resolution Capital
Australia
$1.14M +$459K +8,600 +67%
BSW
375
Buckingham Strategic Wealth
Missouri
$1.14M +$137K +2,556 +14%
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