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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 %
VBFP
376
Valtinson Bruner Financial Planning
Minnesota
$1.17M -$38K -707 -3%
OC
377
Oppenheimer & Co
New York
$1.16M -$610K -11,344 -35%
PL
378
Polianta Ltd
Jersey
$1.16M +$1.16M +21,500 New
AI
379
Accredited Investors
Minnesota
$1.15M +$22.5K +419 +2%
SC
380
Sagefield Capital
Texas
$1.15M +$1.15M +21,350 New
NP
381
NorthRock Partners
Minnesota
$1.14M -$207K -3,817 -15%
STA
382
Summit Trail Advisors
New York
$1.13M +$1.13M +20,934 New
GWM
383
Geneos Wealth Management
Colorado
$1.11M +$5.59K +104 +0.5%
FB
384
Fulton Bank
Pennsylvania
$1.1M +$464K +8,629 +73%
BBNA
385
Bremer Bank National Association
Minnesota
$1.09M -$51.4K -956 -4%
Kovitz Investment Group Partners
386
Kovitz Investment Group Partners
Illinois
$1.08M +$1.08M +20,172 New
RIM
387
Rakuten Investment Management
Japan
$1.08M +$1.01M +18,797 +1,377%
Lido Advisors
388
Lido Advisors
California
$1.08M +$580K +10,680 +115%
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$1.07M +$488K +9,073 +84%
HAG
390
HighPoint Advisor Group
Illinois
$1.07M +$73.8K +1,321 +7%
WPC
391
White Pine Capital
Minnesota
$1.07M -$23.4K -435 -2%
STAS
392
Strong Tower Advisory Services
Minnesota
$1.06M +$1.06M +19,818 New
EF
393
Empirical Finance
Pennsylvania
$1.05M +$35.9K +668 +4%
GT
394
Glenmede Trust
Pennsylvania
$1.05M -$449K -8,362 -30%
MPPW
395
Mitchell & Pahl Private Wealth
Oklahoma
$1.05M +$103K +1,919 +11%
FCBT
396
First Citizens Bank & Trust
North Carolina
$1.05M -$16.6K -308 -2%
1CP
397
17 Capital Partners
Arizona
$1.05M +$857K +15,937 +452%
SDIC
398
South Dakota Investment Council
South Dakota
$1.03M – – –
HNB
399
Huntington National Bank
Ohio
$1.02M -$28.4K -529 -3%
BFM
400
Boothbay Fund Management
New York
$1.02M -$506K -9,410 -33%
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16
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