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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 %
IAA
626
Independent Advisor Alliance
North Carolina
$296K -$37.3K -694 -11%
EFM
627
E Fund Management
China
$294K -$806 -15 -0.3%
NIM
628
Nicollet Investment Management
Minnesota
$294K – – –
TWP
629
Tyche Wealth Partners
Texas
$293K -$166K -3,081 -36%
BCM
630
Brookstone Capital Management
Illinois
$293K -$37.4K -695 -11%
QCG
631
Quadrant Capital Group
Ohio
$291K -$114K -2,112 -28%
JHP
632
James Hambro & Partners
United Kingdom
$290K – – –
RFN
633
RDA Financial Network
Iowa
$290K – – –
RA
634
RFG Advisory
Alabama
$290K -$6.4K -119 -2%
HWM
635
HB Wealth Management
Georgia
$290K -$541K -10,070 -65%
PPC
636
Park Place Capital
Alabama
$290K -$82.3K -1,532 -22%
BHWM
637
Bar Harbor Wealth Management
New Hampshire
$290K -$16.1K -300 -5%
CWP
638
Concord Wealth Partners
Virginia
$287K +$8.06K +150 +3%
MFG
639
Merit Financial Group
Georgia
$287K +$102K +1,881 +55%
SYBT
640
Stock Yards Bank & Trust
Kentucky
$286K -$45.9K -854 -14%
SSB
641
Sandy Spring Bank
Maryland
$285K +$54.6K +1,016 +24%
BA
642
Ballast Advisors
Minnesota
$285K +$63.1K +1,174 +28%
BPWM
643
Badgley Phelps Wealth Managers
Washington
$284K – – –
LWM
644
Lakeridge Wealth Management
Ohio
$283K +$90.9K +1,692 +47%
NFG
645
Nations Financial Group
Iowa
$281K +$269 +5 +0.1%
SRA
646
Secured Retirement Advisors
Minnesota
$279K +$18.4K +343 +7%
CAM
647
Centre Asset Management
New York
$279K -$9.79K -182 -3%
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$278K -$258K -4,797 -48%
MA
649
Mutual Advisors
Nebraska
$276K +$77.2K +1,437 +39%
HT
650
Heritage Trust
Oklahoma
$276K -$6.13K -114 -2%
24 25
26
27 28