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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 %
HCP
801
Hexagon Capital Partners
Arkansas
$84.8K -$5.91K -110 -7%
RAM
802
Riggs Asset Management
Pennsylvania
$84.8K -$699 -13 -0.8%
PBK
803
Peoples Bank (Kansas)
Kansas
$82.3K – – –
AA
804
Alta Advisers
United Kingdom
$80.6K – – –
PB
805
Pinnacle Bancorp
Nebraska
$80.5K -$6.45K -120 -7%
CTA
806
Colonial Trust Advisors
South Carolina
$80.5K -$2.42K -45 -3%
HDIM
807
Hanson & Doremus Investment Management
Vermont
$78K – – –
PCMC
808
Planning Capital Management Corporation
Pennsylvania
$73.2K -$17.4K -323 -19%
TCOV
809
Trust Company of Vermont
Vermont
$72.8K – – –
BCWM
810
Bartlett & Co Wealth Management
Ohio
$72.8K +$5.43K +100 +8%
CSB
811
City State Bank
Iowa
$71K – – –
C
812
Covestor
United Kingdom
$71K +$54.3K +1,007 +326%
SOW
813
State of Wyoming
Wyoming
$69.4K +$1.02K +19 +1%
IWP
814
IAG Wealth Partners
Wisconsin
$68.6K – – –
FDCP
815
Foster Dykema Cabot & Partners
Massachusetts
$68.5K +$14.2K +262 +26%
NB
816
NBT Bank
New York
$67.9K – – –
SWA
817
SOA Wealth Advisors
New York
$65.7K +$215 +4 +0.3%
SS
818
Sunbelt Securities
Texas
$64.5K – – –
BWM
819
BKM Wealth Management
Wisconsin
$64.1K +$1.94K +36 +3%
WAS
820
Winch Advisory Services
Wisconsin
$62.4K +$537 +10 +0.9%
WAM
821
WFA Asset Management
Wisconsin
$60.8K +$538 +10 +0.9%
NSIM
822
North Star Investment Management
Illinois
$58.3K +$1.56K +29 +3%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$57K -$30.2K -561 -35%
BFS
824
Burkett Financial Services
South Carolina
$56.9K +$537 +10 +1%
CHA
825
Carmichael Hill & Associates
Maryland
$55.4K – – –
31 32
33
34 35