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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 %
CAM
951
ClariVest Asset Management
California
$1.23K +$1.23K +23 New
PIS
952
POM Investment Strategies
North Carolina
$1.12K – – –
WPA
953
West Paces Advisors
Georgia
$1.02K +$321 +6 +46%
TFA
954
Transamerica Financial Advisors
Florida
$1K – – –
AW
955
Avion Wealth
Texas
$1K – – –
CAC
956
Core Alternative Capital
Georgia
$961 – – –
ECM
957
Everence Capital Management
Indiana
$943 +$420 +7,810 +80%
TFM
958
TFC Financial Management
Massachusetts
$855 -$1.02K -19 -54%
CAM
959
Creekmur Asset Management
Illinois
$855 +$855 +16 New
HWA
960
HHM Wealth Advisors
Tennessee
$855 +$855 +16 New
RS
961
Rakuten Securities
Japan
$801 +$801 +15 New
TWD
962
True Wealth Design
Ohio
$588 -$53 -1 -8%
NL
963
NVWM LLC
Pennsylvania
$534 +$534 +10 New
WA
964
WestEnd Advisors
North Carolina
$374 -$107 -2 -22%
DWM
965
Dogwood Wealth Management
Kansas
$3 -$3 – –
ZIG
966
Zurich Insurance Group
Switzerland
– -$35.6M -662,755 Closed
Point72 Asset Management
967
Point72 Asset Management
Connecticut
– -$28.9M -538,180 Closed
CC
968
Covalis Capital
United Kingdom
– -$16.3M -302,418 Closed
CSS
969
Cubist Systematic Strategies
Connecticut
– -$14M -259,862 Closed
AIG
970
American International Group
New York
– -$9.8M -182,362 Closed
BBL
971
Beck Bode LLC
Massachusetts
– -$9.68M -180,036 Closed
T. Rowe Price Investment Management
972
T. Rowe Price Investment Management
Maryland
– -$9.21M -171,314 Closed
PD
973
Point72 (DIFC)
United Arab Emirates
– -$5.23M -97,368 Closed
PHK
974
Point72 Hong Kong
Hong Kong
– -$5.04M -93,808 Closed
ECU
975
Eisler Capital (UK)
United Kingdom
– -$4.23M -78,676 Closed
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