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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 %
WWM
426
Western Wealth Management
Colorado
$923K -$204K -3,793 -18%
BAMF
427
BI Asset Management Fondsmaeglerselskab
Denmark
$911K +$353K +6,573 +63%
ET
428
Equitable Trust
Tennessee
$904K +$904K +16,813 New
DWM
429
Dechtman Wealth Management
Colorado
$891K +$4.41K +82 +0.5%
PS
430
Principal Securities
Iowa
$880K +$102K +1,900 +13%
HFM
431
Harvest Fund Management
China
$878K +$618K +11,498 +237%
FMWA
432
Forvis Mazars Wealth Advisors
Missouri
$876K -$3.23K -60 -0.4%
NSEDCP
433
NJ State Employees Deferred Compensation Plan
New Jersey
$873K – – –
CQS
434
Credential Qtrade Securities
$868K +$868K +16,140 New
AAS
435
Avantax Advisory Services
Texas
$863K +$11.4K +212 +1%
GT
436
Greenleaf Trust
Michigan
$859K -$148K -2,761 -15%
Koshinski Asset Management
437
Koshinski Asset Management
Illinois
$856K -$91.3K -1,698 -10%
CCM
438
Coldstream Capital Management
Washington
$842K +$25.5K +475 +3%
BDFN
439
Bond & Devick Financial Network
Minnesota
$833K -$65.4K -1,217 -7%
SPIA
440
Steward Partners Investment Advisory
New York
$830K -$1.01M -18,789 -55%
RAM
441
Ramirez Asset Management
New York
$828K +$422K +7,850 +104%
FMTC
442
Farmers & Merchants Trust Company
California
$827K +$827K +15,382 New
Bessemer Group
443
Bessemer Group
New Jersey
$821K -$149K -2,761 -15%
DZ Bank
444
DZ Bank
Germany
$817K -$15M -279,401 -95%
CC
445
Cipher Capital
New York
$806K -$314K -5,848 -28%
SC
446
Savant Capital
Illinois
$803K +$178K +3,307 +28%
Two Sigma Advisers
447
Two Sigma Advisers
New York
$801K +$801K +14,900 New
EI
448
Ethic Inc
New York
$799K +$609K +11,337 +322%
IWC
449
Integrated Wealth Concepts
Massachusetts
$795K +$64.1K +1,193 +9%
WA
450
WealthTrust Axiom
Pennsylvania
$793K -$85.9K -1,599 -10%
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