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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 %
DPAM
476
Degroof Petercam Asset Management
Belgium
$672K -$134K -2,500 -17%
EWA
477
EP Wealth Advisors
California
$671K +$65.8K +1,224 +11%
CA
478
Commerzbank Aktiengesellschaft
Germany
$668K +$668K +12,423 New
Parallax Volatility Advisers
479
Parallax Volatility Advisers
California
$658K +$658K +12,248 New
CAMG
480
CWA Asset Management Group
Florida
$656K +$309K +5,746 +89%
ANB
481
Amarillo National Bank
Texas
$648K +$26.1K +485 +4%
PTC
482
Petrus Trust Company
Texas
$637K +$637K +11,848 New
B
483
Bailard
California
$636K -$9.3K -173 -1%
AMG
484
Advisors Management Group
Wisconsin
$634K -$18.9K -352 -3%
MGWM
485
Marks Group Wealth Management
Minnesota
$627K – – –
CWM
486
Chronos Wealth Management
Florida
$618K – – –
DTL
487
Dynamic Technology Lab
Singapore
$617K +$313K +5,828 +103%
ASN
488
Advisory Services Network
Georgia
$615K +$91.9K +1,709 +18%
IGWM
489
ICA Group Wealth Management
Colorado
$611K +$72.3K +1,345 +13%
HWM
490
HighMark Wealth Management
Minnesota
$611K +$240K +4,459 +65%
EA
491
Emerald Advisors
Washington
$611K – – –
PFS
492
Prospera Financial Services
Texas
$596K -$335K -6,228 -36%
CFA
493
Cahill Financial Advisors
Minnesota
$594K -$14.9K -277 -2%
BFS
494
Bard Financial Services
Connecticut
$591K – – –
FIA
495
Foundations Investment Advisors
Arizona
$590K -$11.7K -218 -2%
TIM
496
Thompson Investment Management
Wisconsin
$586K – – –
KWM
497
Kingsview Wealth Management
Oregon
$578K -$13.9K -259 -2%
ADL
498
Asset Dedication LLC
California
$577K -$546K -10,311 -49%
VCA
499
Verdence Capital Advisors
Maryland
$576K +$28.8K +535 +5%
BRWA
500
B. Riley Wealth Advisors
Florida
$572K -$46.3K -802 -7%
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