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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 %
BGAI
851
Bruce G. Allen Investments
Colorado
$35.9K -$130K -2,410 -78%
CA
852
Clearstead Advisors
Ohio
$35.7K -$32.3K -578 -47%
LWA
853
Lowe Wealth Advisors
Maryland
$35.4K – – –
HGERS
854
Householder Group Estate & Retirement Specialist
Arizona
$33.9K -$20.8K -386 -38%
JWM
855
Janiczek Wealth Management
Colorado
$33.4K -$6.24K -116 -16%
TFGT
856
TS Financial Group (TSFG)
Illinois
$33K – – –
SGC
857
Slocum, Gordon & Co
Rhode Island
$32.3K – – –
Acadian Asset Management
858
Acadian Asset Management
Massachusetts
$32K -$82.3K -1,571 -72%
TFIPS
859
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.2K – – –
PSB
860
Piscataqua Savings Bank
New Hampshire
$30.9K – – –
ATC
861
Adirondack Trust Company
New York
$30.2K – – –
OLVIG
862
Oliver Lagore Vanvalin Investment Group
Michigan
$29.4K -$1.15M -21,440 -98%
AA
863
Addison Advisors
Vermont
$28.6K – – –
LIA
864
Luken Investment Analytics
Tennessee
$28.3K – – –
CCA
865
Catalyst Capital Advisors
New York
$28.2K +$376 +7 +1%
CP
866
Canopy Partners
Ohio
$27.4K -$220K -4,098 -89%
TVWM
867
Tower View Wealth Management
Wisconsin
$26.9K -$26K -483 -49%
AIC
868
Archer Investment Corporation
Indiana
$26.9K – – –
PFP
869
Pinnacle Financial Partners
Tennessee
$26.9K – – –
MMG
870
Monetary Management Group
Missouri
$26.9K – – –
EWP
871
Elevation Wealth Partners
California
$26.6K – – –
GI
872
GS Investments
Minnesota
$26.6K – – –
WIM
873
Westside Investment Management
California
$26.4K – – –
OA
874
Operose Advisors
Wisconsin
$25.4K +$8.06K +150 +46%
T
875
Tidemark
California
$25K – – –
33 34
35
36 37