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 %
WTA
826
Washington Trust Advisors
Massachusetts
$55.4K – – –
FCA
827
FinTrust Capital Advisors
South Carolina
$53.1K – – –
BHWM
828
Beaird Harris Wealth Management
Texas
$51.8K – – –
AA
829
Ancora Advisors
Ohio
$51.6K – – –
IA
830
IFS Advisors
Kansas
$51.4K – – –
BL
831
BFSG LLC
California
$51.3K -$2.15K -40 -4%
CB
832
Centennial Bank
Arkansas
$50.9K – – –
LS
833
Livforsakringsbolaget Skandia
Sweden
$50.3K – – –
PWMG
834
Prestige Wealth Management Group
New Jersey
$49.7K -$11.8K -218 -19%
BLC
835
Brown, Lisle/Cummings
Rhode Island
$48.5K – – –
VCM
836
Versant Capital Management
Arizona
$47.7K -$2.96K -55 -6%
BCV
837
Banque Cantonale Vaudoise
Switzerland
$47K -$18.1K -340 -28%
CA
838
CoreCap Advisors
Michigan
$45.5K +$45.5K +846 New
VWM
839
Venturi Wealth Management
Texas
$45.3K +$4.52K +84 +11%
HC
840
Hoese & Co
Minnesota
$44K – – –
AT
841
Avalon Trust
New Mexico
$43K – – –
DMBA
842
Deseret Mutual Benefit Administrators
Utah
$41.5K – – –
CFD
843
Creative Financial Designs
Indiana
$41.2K +$322 +6 +0.8%
EL
844
EMFO LLC
Florida
$40K – – –
RIL
845
Rothschild Investment LLC
Illinois
$39.1K +$7.53K +140 +24%
BIA
846
Bell Investment Advisors
California
$39.1K – – –
CAL
847
Capital Advisors Ltd
Ohio
$38K -$8.22K -151 -18%
ME
848
McIlrath & Eck
Washington
$37.1K +$323 +6 +0.9%
SFCL
849
Strengthening Families & Communities LLC
Massachusetts
$37K +$319 +6 +0.9%
TCM
850
Tradewinds Capital Management
Washington
$36.1K – – –
32 33
34
35 36