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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 %
BFS
551
Bradley Foster & Sargent
Connecticut
$420K – – –
ClearBridge Investments
552
ClearBridge Investments
New York
$419K – – –
LFA
553
Laraway Financial Advisors
Minnesota
$419K +$484 +9 +0.1%
FFA
554
First Foundation Advisors
California
$416K – – –
AWM
555
Avior Wealth Management
Nebraska
$415K +$156K +2,902 +60%
AIMCA
556
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$414K – – –
SWA
557
SFMG Wealth Advisors
Texas
$413K – – –
PCIA
558
Prime Capital Investment Advisors
Kansas
$406K +$7.85K +146 +2%
ACP
559
Aveo Capital Partners
Colorado
$406K -$6.24K -115 -2%
OAM
560
Ostrum Asset Management
France
$404K +$271K +5,037 +204%
LWAM
561
Legacy Wealth Asset Management
Minnesota
$400K +$400K +7,438 New
CBNLCF
562
Cognios Beta Neutral Large Cap Fund
Kansas
$400K +$400K +7,434 New
FCM
563
Fourpath Capital Management
Oklahoma
$399K -$7.96K -148 -2%
OQS
564
Occudo Quantitative Strategies
Florida
$399K -$4.16M -77,353 -91%
KIA
565
KCM Investment Advisors
California
$398K +$53.4K +994 +15%
MWM
566
Modern Wealth Management
Kansas
$398K +$34.4K +640 +9%
SLI
567
Sumitomo Life Insurance
Japan
$393K -$21.9K -407 -5%
RBC
568
Romano Brothers & Co
Illinois
$390K – – –
ANTB
569
AMG National Trust Bank
Colorado
$386K -$1.01M -18,710 -72%
SW
570
SVB Wealth
Massachusetts
$386K -$44.2K -822 -10%
AF
571
Allworth Financial
California
$382K -$23.3K -434 -6%
IB
572
Intrust Bank
Kansas
$381K -$107K -1,990 -22%
IAS
573
Insigneo Advisory Services
Florida
$379K +$7.39K +136 +2%
TSS
574
Two Sigma Securities
New York
$376K +$170K +3,172 +83%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$376K -$132K -2,448 -26%
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