XEL icon

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 %
AC
651
Avestar Capital
New York
$275K -$17.1K -319 -6%
TWM
652
Trueblood Wealth Management
Ohio
$274K +$4.73K +88 +2%
ECM
653
Evergreen Capital Management
Washington
$273K -$87.7K -1,613 -24%
FPWM
654
FSB Premier Wealth Management
Iowa
$272K -$9.19K -171 -3%
FIM
655
Freedom Investment Management
Connecticut
$272K -$72.8K -1,354 -21%
CL
656
Choreo LLC
Illinois
$271K +$1.99K +37 +0.7%
QFA
657
Quantum Financial Advisors
California
$271K +$27.9K +519 +11%
RWP
658
RWA Wealth Partners
Massachusetts
$268K +$215 +4 +0.1%
SF
659
Summit Financial
New Jersey
$267K -$2.82K -52 -1%
GT
660
Glenview Trust
Kentucky
$265K – – –
IA
661
IFP Advisors
Florida
$265K -$9.19K -171 -3%
AC
662
Abbrea Capital
California
$265K – – –
CRWM
663
Castle Rock Wealth Management
California
$264K – – –
MHR
664
Matthew Hamilton Rosenberg
$262K -$34.2K -642 -12%
GS
665
GTS Securities
New York
$262K -$163K -3,035 -38%
CFGS
666
Concourse Financial Group Securities
Alabama
$260K +$869 +16 +0.3%
GIA
667
GHP Investment Advisors
Colorado
$258K +$82.1K +1,528 +47%
WFI
668
West Family Investments
California
$257K +$52.9K +985 +26%
HL
669
HeadInvest LLC
Maine
$256K – – –
RWM
670
Ritholtz Wealth Management
New York
$253K +$253K +4,711 New
FPAS
671
Focus Partners Advisor Solutions
Missouri
$253K +$253K +4,710 New
AWM
672
Axxcess Wealth Management
California
$253K +$1.51K +28 +0.6%
Nomura Holdings
673
Nomura Holdings
Japan
$250K -$348K -6,467 -58%
SP
674
Systematic Portfolios
New York
$249K -$375K -3,228 -60%
SQA
675
Simon Quick Advisors
New Jersey
$249K -$14.5K -269 -5%
25 26
27
28 29