Xcel Energy
XEL
971 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 392 increasing their positions, 330 reducing their positions, and 81 closing their positions.
59% more call options, than puts
Call options by funds: $102M | Put options by funds: $64.1M
19% more repeat investments, than reductions
Existing positions increased: 392 | Existing positions reduced: 330
6% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 81
0.26% more ownership
Funds ownership: 78.07% → 78.33% (+0.26%)
0% less capital invested
Capital invested by funds: $23.3B → $23.3B (-$69.4M)
1% less funds holding
Funds holding: 980 → 971 (-9)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$285M |
| 2 |
State Street
Boston,
Massachusetts
|
+$120M |
| 3 |
ZP
Zimmer Partners
New York
|
+$114M |
| 4 |
Millennium Management
New York
|
+$106M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$162M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$158M |
| 3 |
Morgan Stanley
New York
|
-$80.8M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$71M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$65.8M |
XEL Hedge Fund Activity: Q2 2024 in Review
971 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy (XEL) for Q2 2024, worth a combined $23.3B — down 0.3% from $23.3B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new XEL positions and 81 closed out — a net gain of 5 holders — while 392 added to existing stakes and 330 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $285M. The largest seller was BlackRock, cutting an estimated $162M.
- 971 institutional investors held Xcel Energy (XEL) as of Q2 2024, down from 980 in Q1 2024.
- Funds reported $23.3B of Xcel Energy stock for Q2 2024, down 0.3% quarter-over-quarter.
- 86 funds opened new Xcel Energy positions in Q2 2024 and 81 closed out, a net change of +5 holders.
- The largest Xcel Energy buyer in Q2 2024 was T. Rowe Price Associates, an estimated $285M added.
- The largest Xcel Energy seller in Q2 2024 was BlackRock, an estimated $162M sold.
Based on aggregated 13F filings for Q2 2024.