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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 %
SAM
601
Smartleaf Asset Management
Massachusetts
$326K +$2.78K +52 +0.9%
GIM
602
Goelzer Investment Management
Indiana
$325K – – –
P
603
&Partners
Tennessee
$323K +$323K +6,012 New
IWM
604
Integris Wealth Management
California
$323K – – –
AAS
605
Ameritas Advisory Services
Nebraska
$322K +$322K +5,996 New
SAF
606
Smith Anglin Financial
Texas
$322K +$38.4K +714 +14%
SFA
607
Sequoia Financial Advisors
Ohio
$317K -$332K -6,180 -51%
CI
608
Cigna Investments
Connecticut
$313K -$6.45K -120 -2%
HBT
609
Hills Bank & Trust
Iowa
$312K – – –
SWM
610
Spire Wealth Management
Virginia
$311K -$29.3K -546 -9%
MPM
611
MBB Public Markets
Illinois
$310K +$310K +5,774 New
AIMC
612
Alley Investment Management Company
Illinois
$309K – – –
CFB
613
Cullen/Frost Bankers
Texas
$308K +$130K +2,416 +73%
OSNBOA
614
Old Second National Bank of Aurora
Illinois
$306K -$53.8K -1,000 -15%
MG
615
Meritage Group
California
$305K +$75.2K +1,397 +33%
CG
616
Caprock Group
Idaho
$302K -$107K -1,964 -26%
SF
617
Synovus Financial
Georgia
$301K -$7.1K -132 -2%
FHA
618
First Horizon Advisors
Tennessee
$300K +$27.4K +509 +10%
KWA
619
Kingswood Wealth Advisors
California
$300K -$348K -6,477 -54%
ONB
620
Old National Bancorp
Indiana
$298K -$29.6K -551 -9%
FCFC
621
First Commonwealth Financial Corp
Pennsylvania
$298K -$6.72K -125 -2%
XT
622
XTX Topco
Cayman Islands
$298K +$298K +5,535 New
IPAM
623
ICICI Prudential Asset Management
India
$297K +$9.25K +172 +3%
CG
624
Corundum Group
Colorado
$297K -$8.44K -157 -3%
SWP
625
Stratos Wealth Partners
Ohio
$297K -$72.3K -1,345 -20%
23 24
25
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