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 %
PP
676
PrairieView Partners
Minnesota
$249K – – –
VVP
677
Venture Visionary Partners
Ohio
$247K -$46.2K -859 -16%
TCM
678
Triumph Capital Management
Colorado
$247K +$32.9K +617 +15%
CRC
679
Curi RMB Capital
Illinois
$246K -$25.5K -475 -9%
FWM
680
FFT Wealth Management
Pennsylvania
$245K +$48.4K +900 +25%
WA
681
Waverly Advisors
Alabama
$243K +$243K +4,524 New
ATPW
682
Ashton Thomas Private Wealth
Arizona
$242K -$23.3K -433 -9%
ICG
683
InterOcean Capital Group
Tennessee
$242K +$242K +4,499 New
CI Investments Inc
684
CI Investments Inc
Ontario, Canada
$241K +$66.5K +1,236 +38%
MA
685
Montag & Associates
Georgia
$240K -$22.3K -410 -8%
CAG
686
Csenge Advisory Group
Florida
$238K -$5.05K -94 -2%
NS
687
NBC Securities
Alabama
$238K -$150K -2,797 -39%
KA
688
Kozak & Associates
Colorado
$237K +$3.13K +56 +1%
IF
689
Intrua Financial
Texas
$237K -$5.54K -103 -2%
WG
690
Welch Group
Alabama
$237K – – –
BC
691
Bridgefront Capital
Texas
$236K +$236K +4,385 New
RSVP
692
Ramsay Stattman Vela & Price
Colorado
$236K – – –
EB
693
Eastern Bank
Massachusetts
$236K +$4.3K +80 +2%
WIM
694
Warwick Investment Management
Texas
$235K -$8.12K -151 -3%
MFIM
695
Mesirow Financial Investment Management
Illinois
$234K +$19.2K +357 +9%
Jones Financial Companies
696
Jones Financial Companies
Missouri
$233K -$5.38K -100 -2%
PA
697
Parallel Advisors
California
$232K -$72.5K -1,349 -24%
BWM
698
Buska Wealth Management
Wisconsin
$231K +$231K +4,291 New
GRP
699
Global Retirement Partners
California
$231K +$27.4K +510 +13%
RWA
700
Redhawk Wealth Advisors
Minnesota
$230K +$27.7K +516 +14%
26 27
28
29 30