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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 %
CM
451
Caption Management
Oklahoma
$779K +$779K +14,500 New
BFG
452
Bleakley Financial Group
New Jersey
$773K -$89.3K -1,662 -10%
SW
453
Simplicity Wealth
New Jersey
$771K +$771K +14,343 New
FRM
454
Fox Run Management
Connecticut
$770K +$145K +2,700 +23%
TMAM
455
Tokio Marine Asset Management
Japan
$770K +$166K +3,089 +27%
IWM
456
IHT Wealth Management
Illinois
$767K +$65.3K +1,214 +9%
IA
457
Icon Advisers
Colorado
$767K -$693K -13,000 -47%
AWS
458
Aspen Wealth Strategies
Colorado
$742K +$349K +6,497 +89%
VA
459
Vident Advisory
Georgia
$740K +$313K +5,819 +73%
TIAA Trust, National Association
460
TIAA Trust, National Association
North Carolina
$740K +$2.85K +53 +0.4%
WG
461
Winton Group
United Kingdom
$738K +$738K +13,725 New
ETC
462
Exchange Traded Concepts
Oklahoma
$738K +$686K +12,764 +1,331%
UCFA
463
United Capital Financial Advisors
Texas
$726K -$566K -10,532 -44%
BP
464
Ballentine Partners
Massachusetts
$724K -$149K -2,776 -17%
RCM
465
Raleigh Capital Management
North Carolina
$721K -$110K -2,053 -13%
FFP
466
FourThought Financial Partners
Florida
$708K -$66.2K -1,231 -9%
PCA
467
Pallas Capital Advisors
Massachusetts
$705K +$49.1K +914 +7%
BB
468
Bell Bank
North Dakota
$703K +$107 +2 +0%
KA
469
KLCM Advisors
Wisconsin
$690K – – –
A
470
AlphaQuest
New York
$688K +$688K +12,799 New
RC
471
Resolution Capital
Australia
$687K +$687K +12,780 New
SFS
472
Sowell Financial Services
Arkansas
$686K +$686K +12,633 New
FWM
473
Finer Wealth Management
Massachusetts
$685K – – –
RJT
474
Raymond James Trust
Florida
$680K +$91.2K +1,697 +15%
SIP
475
Stoneridge Investment Partners
Pennsylvania
$679K +$679K +12,638 New
17 18
19
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