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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 %
SFG
576
SNS Financial Group
Minnesota
$372K +$1.68K +31 +0.5%
VSQM
577
V-Square Quantitative Management
Illinois
$371K +$121K +2,256 +49%
CCIA
578
Campbell & Co Investment Adviser
Maryland
$369K +$369K +6,873 New
AFS
579
Access Financial Services
Minnesota
$369K +$322 +6 +0.1%
GI
580
GAMMA Investing
California
$368K -$44K -819 -11%
AIA
581
Angeles Investment Advisors
California
$368K -$2.66K -49 -0.7%
AF
582
Affiance Financial
Minnesota
$363K – – –
CIA
583
Concurrent Investment Advisors
Florida
$362K -$90.3K -1,681 -20%
SOAMC
584
Spirit of America Management Corp
New York
$360K – – –
MAS
585
Meeder Advisory Services
Ohio
$356K -$11.5K -214 -3%
SCA
586
Snowden Capital Advisors
New York
$354K -$7.49K -138 -2%
CCA
587
Checchi Capital Advisers
California
$348K -$23.2K -432 -6%
PI
588
PFG Investments
New York
$347K +$13.5K +252 +4%
CIA
589
Capital Investment Advisors
Georgia
$347K +$49.4K +919 +17%
LIM
590
Longfellow Investment Management
Massachusetts
$347K +$2.58K +48 +0.8%
NAS
591
Nicolet Advisory Services
Wisconsin
$346K +$124K +2,277 +56%
CPIG
592
Chicago Partners Investment Group
Illinois
$343K -$1.88K -34 -0.5%
SIM
593
Stratos Investment Management
Ohio
$343K +$13.8K +256 +4%
SI
594
Stephens Inc
Arkansas
$340K -$52.2K -972 -13%
TA
595
Townsend & Associates
Colorado
$340K +$387 +7 +0.1%
PCS
596
Personal CFO Solutions
New Jersey
$337K +$16.9K +315 +5%
LFAS
597
Level Four Advisory Services
Texas
$336K – – –
EWA
598
EverSource Wealth Advisors
Alabama
$335K +$215 +4 +0.1%
ISL
599
Ingalls & Snyder LLC
New York
$333K -$18.8K -350 -5%
LNC
600
Lincoln National Corp
Pennsylvania
$327K +$42.1K +783 +15%
22 23
24
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