XEL icon

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 %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$564K -$313K -5,820 -36%
MFWP
502
Mosaic Family Wealth Partners
Missouri
$563K -$1.34K -25 -0.2%
Walleye Trading
503
Walleye Trading
New York
$559K -$1.05M -19,519 -65%
S
504
SignatureFD
Georgia
$556K -$229K -4,269 -29%
FHB
505
First Hawaiian Bank
Hawaii
$556K +$22.9K +426 +4%
KNW
506
Kesler Norman & Wride
Utah
$550K -$848K -15,768 -61%
Brown Advisory
507
Brown Advisory
Maryland
$549K +$24.4K +454 +5%
ACA
508
Aptus Capital Advisors
Alabama
$545K +$7.31K +136 +1%
WA
509
Wealth Alliance
New York
$539K -$176K -3,273 -25%
HI
510
Horizon Investments
North Carolina
$537K +$10.5K +195 +2%
DP
511
Dearborn Partners
Illinois
$533K -$19.1K -355 -3%
Neuberger Berman Group
512
Neuberger Berman Group
New York
$524K -$691K -12,851 -57%
FNBTCON
513
First National Bank & Trust Co of Newtown
Pennsylvania
$522K -$17.4K -324 -3%
MPPLM
514
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$519K +$63.9K +1,189 +14%
OFG
515
OmniStar Financial Group
North Carolina
$517K +$517K +9,622 New
SPA
516
Sherbrooke Park Advisers
New York
$517K -$85.4K -1,588 -14%
SPS
517
Susquehanna Portfolio Strategies
Pennsylvania
$512K – – –
MSS
518
Mitchell Sinkler & Starr
Pennsylvania
$511K +$511K +9,500 New
QI
519
Qtron Investments
Massachusetts
$506K – – –
SSWM
520
Sheets Smith Wealth Management
North Carolina
$505K -$64.5K -1,200 -11%
NC
521
NovaPoint Capital
Georgia
$505K -$115K -2,137 -19%
SM
522
STF Management
Texas
$496K -$7.1K -132 -1%
FNBT
523
FineMark National Bank & Trust
Florida
$489K -$2.37K -44 -0.5%
OIA
524
OneDigital Investment Advisors
Kansas
$483K +$26K +484 +6%
ATC
525
Argent Trust Co
Tennessee
$483K -$63.5K -1,182 -12%
19 20
21
22 23