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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 %
SC
701
SouthState Corp
Florida
$229K – – –
MCM
702
Manchester Capital Management
Vermont
$229K +$87.6K +1,630 +62%
GWP
703
Gateway Wealth Partners
Wisconsin
$227K -$61.3K -1,140 -21%
DC
704
Dorval Corp
Minnesota
$226K -$44.4K -842 -16%
TWA
705
TCI Wealth Advisors
Arizona
$226K -$1.56K -29 -0.7%
TL
706
Tradewinds LLC
North Carolina
$226K +$226K +4,201 New
LSAG
707
Lake Street Advisors Group
New Hampshire
$225K -$78.2K -1,438 -26%
P
708
Pitcairn
Pennsylvania
$224K +$224K +4,172 New
ILI
709
Invesco LLC (Illinois)
Illinois
$223K +$19.4K +361 +10%
DWM
710
Destination Wealth Management
California
$222K -$23.3K -434 -10%
NC
711
nVerses Capital
Florida
$220K +$220K +4,100 New
SIC
712
Samalin Investment Counsel
New York
$220K +$1.02K +19 +0.5%
FNBSF
713
First National Bank Sioux Falls
South Dakota
$219K +$36.3K +675 +20%
JIC
714
Johnson Investment Counsel
Ohio
$219K – – –
VIM
715
Vinva Investment Management
Australia
$218K +$218K +4,060 New
WB
716
WesBanco Bank
West Virginia
$218K -$14.4K -268 -6%
CWM
717
Congress Wealth Management
Massachusetts
$216K +$216K +4,017 New
KA
718
Kure Advisory
Minnesota
$215K -$123K -2,289 -36%
GLLW
719
Graves Light Lenhart Wealth
Virginia
$215K – – –
UWM
720
USAdvisors Wealth Management
Minnesota
$215K +$1.12K +21 +0.5%
WPC
721
Wedmont Private Capital
Pennsylvania
$215K -$70K -1,288 -25%
PWP
722
Principle Wealth Partners
Connecticut
$214K – – –
LF
723
Lantz Financial
Illinois
$214K – – –
CCM
724
Carlson Capital Management
Minnesota
$213K -$436K -8,115 -67%
GWSG
725
GPS Wealth Strategies Group
Colorado
$213K -$33K -613 -13%
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