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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 %
JWA
901
JFS Wealth Advisors
Pennsylvania
$12.8K -$2.37K -44 -16%
NRG
902
Nemes Rush Group
Michigan
$12.7K +$107 +2 +0.9%
APC
903
Aspire Private Capital
North Carolina
$12.7K +$161 +3 +1%
DFA
904
DHJJ Financial Advisors
Illinois
$12.6K – – –
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.4K – – –
AWM
906
Atticus Wealth Management
Florida
$12.4K – – –
GWSA
907
Global Wealth Strategies & Associates
Colorado
$12.3K – – –
Loomis, Sayles & Company
908
Loomis, Sayles & Company
Massachusetts
$12K -$22.2K -414 -65%
GKIM
909
GW&K Investment Management
Massachusetts
$12K +$478 +9 +4%
RWPA
910
Richard W. Paul & Associates
Michigan
$11.3K -$215 -4 -2%
PWMG
911
Private Wealth Management Group
New Jersey
$11.1K -$3.17K -59 -22%
RFA
912
Register Financial Advisors
Georgia
$11.1K +$11.1K +206 New
SL
913
Salomon & Ludwin
Virginia
$11K – – –
SCA
914
Stuart Chaussee & Associates
California
$10.9K – – –
EFP
915
EnRich Financial Partners
Wisconsin
$10.3K +$10.3K +193 New
KHC
916
Koesten Hirschmann & Crabtree
Kansas
$10.3K – – –
NIG
917
NFJ Investment Group
Texas
$9.84K -$36.4M -677,348 -100%
KFS
918
Kelly Financial Services
Massachusetts
$9.15K – – –
CWM
919
CarsonAllaria Wealth Management
Illinois
$7.23K +$54 +1 +0.8%
GBT
920
Grove Bank & Trust
Florida
$6.67K -$288K -5,353 -98%
OC
921
Oakworth Capital
Alabama
$6.5K – – –
FMP
922
Financial Management Professionals
Texas
$6K -$51.9K -1,029 -90%
CA
923
Crewe Advisors
Utah
$5.86K +$5.86K +109 New
S
924
Sachetta
Massachusetts
$5.59K – – –
HWM
925
Horizons Wealth Management
North Carolina
$5.51K – – –
35 36
37
38 39