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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 %
OPA
526
Old Port Advisors
Maine
$482K -$24.8K -461 -5%
Holocene Advisors
527
Holocene Advisors
New York
$481K -$6.25M -116,293 -93%
KPWS
528
Kestra Private Wealth Services
Texas
$474K -$87K -1,619 -16%
CT
529
Coastline Trust
Rhode Island
$471K -$128K -2,390 -21%
SCA
530
Stonebridge Capital Advisors
Minnesota
$465K +$1.56K +29 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
531
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$462K -$7.19M -133,721 -94%
CAGAS
532
Capital Advisory Group Advisory Services
Minnesota
$461K +$268K +4,991 +139%
CIG
533
Cascade Investment Group
Colorado
$461K -$26.9K -500 -6%
CTC
534
Central Trust Company
Missouri
$456K +$2.53K +47 +0.6%
CBA
535
Coastal Bridge Advisors
Connecticut
$453K -$77.1K -1,434 -15%
Aviva
536
Aviva
United Kingdom
$449K – – –
CAM
537
Carret Asset Management
New York
$448K -$13.4K -250 -3%
OC
538
Oarsman Capital
Wisconsin
$445K – – –
FA
539
Fiduciary Alliance
South Carolina
$443K – – –
TPI
540
Trust Point Inc
Wisconsin
$442K +$41.5K +773 +10%
IAIM
541
International Assets Investment Management
Florida
$441K -$76.4K -1,434 -15%
FAIM
542
Financial Advocates Investment Management
Washington
$439K +$9.62K +179 +2%
CK
543
Cohen Klingenstein
New York
$435K – – –
BOH
544
Bank of Hawaii
Hawaii
$430K -$39K -726 -8%
PAS
545
Park Avenue Securities
New York
$429K -$31.5K -586 -7%
GAM
546
Gotham Asset Management
New York
$427K -$241K -4,475 -36%
PCM
547
Parsons Capital Management
Rhode Island
$426K -$15.6K -290 -4%
FTDI
548
First Trust Direct Indexing
Massachusetts
$425K -$89.5K -1,665 -17%
Focus Partners Wealth
549
Focus Partners Wealth
Massachusetts
$424K +$424K +7,891 New
SHFA
550
SC&H Financial Advisors
Maryland
$422K -$42.7K -795 -9%
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