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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
$406M
2
State Street
State Street
Massachusetts
$1.77B
3
Franklin Resources
Franklin Resources
California
$275M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$158M
5
Man Group
Man Group
United Kingdom
$168M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$9.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M
3
Morgan Stanley
Morgan Stanley
New York
$483M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$925M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
1001
Point72 Asia (Singapore)
Singapore
– -$1.43M -23,138 Closed
FHWM
1002
Fox Hill Wealth Management
Massachusetts
– -$1.17M -18,861 Closed
FT
1003
Fiduciary Trust
Massachusetts
– -$1.05M -16,931 Closed
Royal London Asset Management
1004
Royal London Asset Management
United Kingdom
– -$1.03M -16,598 Closed
QIM
1005
Quantitative Investment Management
Virginia
– -$922K -14,897 Closed
AG
1006
Advocate Group
Minnesota
– -$825K -13,320 Closed
EA
1007
Everpar Advisors
Oklahoma
– -$698K -11,276 Closed
SAG
1008
SageView Advisory Group
California
– -$655K -10,958 Closed
SC
1009
Syon Capital
California
– -$635K -10,252 Closed
FLC
1010
Fifth Lane Capital
Texas
– -$519K -8,378 Closed
BIA
1011
Bigelow Investment Advisors
Maine
– -$483K -7,801 Closed
AFT
1012
Alpha Family Trust
California
– -$458K -7,390 Closed
APM
1013
Advanced Portfolio Management
New York
– -$448K -7,239 Closed
OBGC
1014
O'Brien Greene & Co
Pennsylvania
– -$426K -6,878 Closed
VFA
1015
Valeo Financial Advisors
Indiana
– -$418K -6,756 Closed
MIS
1016
Morningstar Investment Services
Illinois
– -$414K -6,685 Closed
TI
1017
Truepoint Inc
Ohio
– -$410K -6,618 Closed
NFG
1018
Northeast Financial Group
Pennsylvania
– -$392K -6,324 Closed
WA
1019
Wambolt & Associates
Colorado
– -$380K -6,135 Closed
AC
1020
AXQ Capital
New Jersey
– -$365K -5,900 Closed
CI
1021
CX Institutional
Indiana
– -$353K -5,707 Closed
CGL
1022
Clarius Group LLC
Washington
– -$343K -5,542 Closed
SGI
1023
Summit Global Investments
Utah
– -$330K -5,335 Closed
MGIA
1024
Moneta Group Investment Advisors
Missouri
– -$312K -5,040 Closed
RAG
1025
RIA Advisory Group
Iowa
– -$494K -4,864 Closed
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