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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 %
PFSC
751
Peoples Financial Services Corp
Pennsylvania
$183K – – –
AAP
752
Arax Advisory Partners
Colorado
$181K -$572K -10,634 -76%
LAM
753
Lummis Asset Management
Texas
$176K – – –
LFG
754
Larson Financial Group
Missouri
$173K -$9.78K -182 -5%
CTWM
755
Cherry Tree Wealth Management
Minnesota
$172K +$753 +14 +0.4%
PTC
756
Private Trust Company
Ohio
$172K -$8.17K -152 -5%
BBHC
757
Brown Brothers Harriman & Co
New York
$156K -$8.4M -156,208 -98%
CWM
758
Cranbrook Wealth Management
Michigan
$156K – – –
TC
759
Trust Company
Kansas
$155K – – –
CFO
760
CVA Family Office
Colorado
$153K +$18K +335 +13%
WT
761
Whittier Trust
California
$142K +$22.1K +411 +18%
EC
762
EntryPoint Capital
New York
$139K +$139K +2,584 New
HNB
763
Hilltop National Bank
Wyoming
$137K +$137K +2,554 New
CUAMC
764
China Universal Asset Management Company
China
$136K +$76K +1,401 +127%
M
765
MOTCO
Texas
$135K – – –
ECM
766
Elgethun Capital Management
South Dakota
$135K +$28.8K +543 +27%
FCMT
767
Founders Capital Management (Texas)
Texas
$134K – – –
LC
768
Lindbrook Capital
California
$133K -$61.5K -1,145 -32%
JFA
769
JNBA Financial Advisors
Minnesota
$132K -$8.49K -158 -6%
ST
770
Smithfield Trust
Pennsylvania
$129K -$16.4K -305 -11%
WT
771
Washington Trust
Rhode Island
$128K -$3.33K -62 -3%
JGIA
772
Jackson Grant Investment Advisers
Connecticut
$128K – – –
CT
773
Colonial Trust
South Carolina
$127K -$2.63K -49 -2%
UB
774
UMB Bank
Missouri
$126K -$141K -2,621 -53%
RTC
775
Riverview Trust Company
Washington
$125K +$125K +2,333 New
29 30
31
32 33