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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 %
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$213K – – –
N
727
Numerai
California
$212K +$212K +3,943 New
PCMK
728
Paragon Capital Management (Kansas)
Kansas
$211K – – –
CI
729
Conning Inc
Connecticut
$210K – – –
PAM
730
Peak Asset Management
Colorado
$209K – – –
ACI
731
Alpha Cubed Investments
California
$209K +$209K +3,889 New
HIP
732
HUB Investment Partners
Texas
$208K +$2.9K +54 +1%
RCM
733
RNC Capital Management
California
$207K +$430 +8 +0.2%
CTA
734
Chesley Taft & Associates
Illinois
$207K – – –
MNBTD
735
Moody National Bank Trust Division
Texas
$205K +$14.3K +266 +7%
LCM
736
Lazari Capital Management
California
$205K +$6.34K +118 +3%
APW
737
Austin Private Wealth
Texas
$205K +$108 +2 +0.1%
ACM
738
AlphaStar Capital Management
North Carolina
$205K -$4.09K -76 -2%
PCI
739
Planning Center Inc
Illinois
$205K -$108 -2 -0.1%
SI
740
SCP Investment
California
$204K +$204K +3,800 New
WJWM
741
Williams Jones Wealth Management
New York
$203K -$61K -1,135 -23%
CAM
742
Cidel Asset Management
Ontario, Canada
$203K +$12.4K +231 +7%
AIM
743
Aigen Investment Management
New York
$202K +$202K +3,767 New
SWM
744
Scissortail Wealth Management
Oklahoma
$202K -$594K -11,058 -75%
SA
745
SpiderRock Advisors
Delaware
$201K +$201K +3,870 New
FBFS
746
First Business Financial Services
Wisconsin
$201K -$13.4K -250 -6%
BTI
747
Blue Trust Inc
Georgia
$197K +$17.6K +327 +10%
CBT
748
CoreFirst Bank & Trust
Kansas
$191K – – –
FFA
749
Farther Finance Advisors
California
$188K +$7.41K +139 +4%
IFAM
750
Institutional & Family Asset Management
Colorado
$183K +$1.34K +25 +0.7%
28 29
30
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