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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 %
SG
401
Sourcerock Group
Colorado
$1.02M -$339K -6,300 -25%
IMCOOI
402
Investment Management Corp of Ontario (IMCO)
Canada
$1.01M -$215K -4,000 -18%
BSW
403
Buckingham Strategic Wealth
Missouri
$1.01M +$20.9K +388 +2%
HI
404
Harbour Investments
Wisconsin
$1.01M +$12.5K +233 +1%
FWTB
405
First Western Trust Bank
Colorado
$1M – – –
DC
406
DeDora Capital
California
$999K +$130K +2,425 +15%
AWM
407
Apollon Wealth Management
South Carolina
$997K -$86.9K -1,617 -8%
VF
408
Virtu Financial
New York
$994K +$994K +18,488 New
MC
409
Moors & Cabot
Massachusetts
$993K +$545K +10,140 +122%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$979K -$77.9K -1,449 -7%
CCG
411
Cypress Capital Group
Florida
$978K -$6.72K -125 -0.7%
BCI
412
Brinker Capital Investments
Pennsylvania
$977K -$167K -3,111 -15%
OPS
413
Orion Portfolio Solutions
Nebraska
$977K -$167K -3,111 -15%
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$972K +$66K +1,227 +7%
OAM
415
Oppenheimer Asset Management
New York
$965K +$965K +17,956 New
AWS
416
Atria Wealth Solutions
New York
$961K +$515K +9,507 +116%
GVAG
417
Great Valley Advisor Group
Delaware
$948K +$13.5K +252 +1%
DWT
418
Dorsey & Whitney Trust
South Dakota
$946K +$92.8K +1,727 +11%
USAA
419
United Services Automobile Association
Texas
$944K – – –
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$941K +$2.26K +42 +0.2%
IFU
421
iSAM Funds (UK)
United Kingdom
$936K +$292K +5,432 +45%
GFS
422
GYL Financial Synergies
Connecticut
$932K -$146K -2,720 -14%
AWM
423
AE Wealth Management
Kansas
$930K -$3.44M -64,036 -79%
SPC
424
Sigma Planning Corp
Michigan
$928K +$236K +4,399 +34%
GFA
425
Gallagher Fiduciary Advisors
Illinois
$926K +$153K +2,843 +20%
15 16
17
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