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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 %
AIM
951
Anchor Investment Management
South Carolina
$2.58K +$914 +17 +55%
GFL
952
Granite FO LLC
New Hampshire
$2.37K +$2.37K +39 New
TIM
953
Tortoise Investment Management
New York
$2.37K +$269 +5 +13%
DF
954
Dunhill Financial
United Kingdom
$2.24K +$374 +7 +20%
BEI
955
Benjamin Edwards Inc
Missouri
$2K -$3.36M -57,105 -100%
PCM
956
Penserra Capital Management
California
$2K -$112K -2,509 -98%
AW
957
Avion Wealth
Texas
$2K -$1.78K -24 -47%
TFM
958
TFC Financial Management
Massachusetts
$1.88K -$376 -7 -17%
SIC
959
SJS Investment Consulting
Ohio
$1.67K -$376 -7 -18%
CPG
960
Cornerstone Planning Group
New Jersey
$1.64K +$844 +16 +107%
DPW
961
DiNuzzo Private Wealth
Pennsylvania
$1.61K – – –
DWA
962
Delos Wealth Advisors
Texas
$1.61K +$1.61K +30 New
FGAM
963
Financial Gravity Asset Management
Texas
$1.54K +$1.12K +21 +263%
TCA
964
Trifecta Capital Advisors
Illinois
$1.51K – – –
PIS
965
POM Investment Strategies
North Carolina
$1.13K – – –
KFI
966
Key Financial Inc
Pennsylvania
$1.08K – – –
TFA
967
Transamerica Financial Advisors
Florida
$1K – – –
CAC
968
Core Alternative Capital
Georgia
$968 -$9.25K -172 -91%
WPA
969
West Paces Advisors
Georgia
$699 – – –
TWD
970
True Wealth Design
Ohio
$645 +$269 +5 +71%
ECM
971
Everence Capital Management
Indiana
$524 – – –
WA
972
WestEnd Advisors
North Carolina
$484 – – –
ACA
973
Atlas Capital Advisors
Wyoming
$430 -$5.38K -100 -93%
FFA
974
Frazier Financial Advisors
Ohio
$162 – – –
DWM
975
Dogwood Wealth Management
Kansas
$3 -$6 – –
37 38
39
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