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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $23.3B invested in Xcel Energy in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 330 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
390
Reduced
330
Closed
80
Calls
$102M
Puts
$64.1M
Net Calls
+$37.7M
Net Calls Change
+$28.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$683M
2
State Street
2
State Street
Massachusetts
$1.88B
3
ZP
3
Zimmer Partners
New York
$162M
4
Millennium Management
4
Millennium Management
New York
$229M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$127M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.45B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$764M
3
Morgan Stanley
3
Morgan Stanley
New York
$401M
4
JAM
4
Jupiter Asset Management
United Kingdom
$10.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
926
Abound Wealth Management
Tennessee
$4.33K – – –
PWMG
927
Private Wealth Management Group
New Jersey
$4.17K -$6.89K -129 -62%
VWA
928
Valued Wealth Advisors
Utah
$4.16K -$54 -1 -1%
GLA
929
Great Lakes Advisors
Illinois
$4.15K +$4.15K +78 New
CPBTD
930
Central Pacific Bank - Trust Division
Hawaii
$4.06K – – –
HBW
931
Hazlett, Burt & Watson
West Virginia
$4K +$4K +68 New
SSG
932
Summit Securities Group
New York
$4K +$4K +73 New
S
933
Sachetta
Massachusetts
$3.93K -$1.35K -23 -26%
W
934
WealthCollab
Washington
$3.9K – – –
PAI
935
Pittenger & Anderson Inc
Nebraska
$3.85K – – –
JPWM
936
Jamison Private Wealth Management
Georgia
$3.47K – – –
WWP
937
WR Wealth Planners
Missouri
$3.15K -$641 -12 -17%
DF
938
Dunhill Financial
United Kingdom
$2.82K +$585 +11 +26%
AIM
939
Anchor Investment Management
South Carolina
$2.56K – – –
PP
940
Pacifica Partners
Canada
$2.37K +$2.37K +45 New
TIM
941
Tortoise Investment Management
New York
$2.35K – – –
BEI
942
Benjamin Edwards Inc
Missouri
$2K – – –
PCM
943
Penserra Capital Management
California
$2K – – –
SIC
944
SJS Investment Consulting
Ohio
$1.76K +$107 +2 +6%
DPW
945
DiNuzzo Private Wealth
Pennsylvania
$1.76K +$160 +3 +10%
CPG
946
Cornerstone Planning Group
New Jersey
$1.76K – – –
DWA
947
Delos Wealth Advisors
Texas
$1.6K – – –
KFI
948
Key Financial Inc
Pennsylvania
$1.55K +$481 +9 +45%
TCA
949
Trifecta Capital Advisors
Illinois
$1.5K – – –
UWS
950
Unique Wealth Strategies
Illinois
$1.34K +$1.34K +25 New
36 37
38
39 40