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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 %
TWC
926
TD Waterhouse Canada
Ontario, Canada
$5.41K +$5.41K +100 New
DSC
927
Duncker Streett & Co
Missouri
$5.38K – – –
CB
928
CNB Bank
Pennsylvania
$5.38K – – –
TCM
929
Tributary Capital Management
Nebraska
$5.27K +$5.27K +98 New
RTL
930
Red Tortoise LLC
Georgia
$5.11K – – –
EBA
931
Eagle Bay Advisors
New York
$4.89K -$326 -6 -6%
MA
932
MCF Advisors
Kentucky
$4.78K +$2.69K +50 +128%
OWA
933
Opal Wealth Advisors
New York
$4.78K +$4.78K +89 New
AP
934
Aspect Partners
Virginia
$4.41K -$484 -9 -10%
AWM
935
Abound Wealth Management
Tennessee
$4.36K -$430 -8 -9%
FUBT
936
First United Bank & Trust
Maryland
$4.3K – – –
VWA
937
Valued Wealth Advisors
Utah
$4.22K -$162 -3 -4%
GI
938
Gradient Investments
Minnesota
$4.14K -$486K -9,042 -99%
CPBTD
939
Central Pacific Bank - Trust Division
Hawaii
$4.05K +$4.05K +76 New
NIC
940
Northwest Investment Counselors
Oregon
$4.03K +$4.03K +75 New
OP
941
ORG Partners
Indiana
$3.93K -$4.52K -84 -54%
W
942
WealthCollab
Washington
$3.92K – – –
PAI
943
Pittenger & Anderson Inc
Nebraska
$3.87K – – –
WWP
944
WR Wealth Planners
Missouri
$3.82K +$3.82K +71 New
JPWM
945
Jamison Private Wealth Management
Georgia
$3.49K – – –
SIC
946
Salem Investment Counselors
North Carolina
$3.37K +$3.37K +62 New
CWC
947
Carolinas Wealth Consulting
North Carolina
$3.33K -$1.53K -28 -31%
CA
948
Continuum Advisory
Idaho
$3.12K +$3.12K +57 New
SA
949
SRH Advisors
Kansas
$3.12K -$95.4K -1,775 -97%
LI
950
LRI Investments
Florida
$2.85K +$2.85K +53 New
36 37
38
39 40