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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 %
MG
876
MilWealth Group
Wisconsin
$24.7K – – –
AAG
877
Armstrong Advisory Group
Massachusetts
$23.5K – – –
TLA
878
Tanglewood Legacy Advisors
Texas
$22K – – –
FFWM
879
Future Financial Wealth Management
Ohio
$21.9K +$21.9K +408 New
PCWA
880
Pacific Capital Wealth Advisors
California
$21.9K – – –
HWA
881
Heritage Wealth Advisors
Virginia
$21.5K – – –
CCA
882
Criterion Capital Advisors
Tennessee
$21.3K – – –
CAL
883
Capital Analysts LLC
Pennsylvania
$21K -$2.68K -49 -11%
POIA
884
Pin Oak Investment Advisors
Texas
$19K – – –
USB
885
Union Savings Bank
Connecticut
$18.7K – – –
MCM
886
MV Capital Management
Maryland
$18K -$2.37K -44 -12%
WB
887
Webster Bank
Connecticut
$17.5K – – –
VNA
888
Valley National Advisers
Pennsylvania
$17K – – –
GEA
889
Glen Eagle Advisors
New Jersey
$16.1K – – –
CT
890
Cambridge Trust
Massachusetts
$16.1K – – –
WBC
891
West Branch Capital
Massachusetts
$16.1K – – –
BCMLT
892
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K +$14.4K +268 +838%
WIA
893
Wetzel Investment Advisors
Indiana
$15.4K – – –
BFPW
894
BOK Financial Private Wealth
Colorado
$15.3K -$3.37K -62 -18%
CTB
895
Country Trust Bank
Illinois
$14.8K – – –
GJWM
896
Gilliland Jeter Wealth Management
Arkansas
$14.4K +$14.4K +267 New
SWS
897
SYSTM Wealth Solutions
Illinois
$14.3K -$9.19K -170 -39%
GCM
898
Gables Capital Management
Florida
$14.2K – – –
TSWM
899
Tyler-Stone Wealth Management
Ohio
$13.4K – – –
BSB
900
Bangor Savings Bank
Maine
$13.4K +$13.4K +250 New
34 35
36
37 38