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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 %
MSS
1001
Mitchell Sinkler & Starr
Pennsylvania
– -$511K -9,500 Closed
QI
1002
Qtron Investments
Massachusetts
– -$506K -9,412 Closed
NC
1003
NovaPoint Capital
Georgia
– -$505K -9,391 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1004
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$462K -8,589 Closed
GAM
1005
Gotham Asset Management
New York
– -$427K -7,949 Closed
ClearBridge Investments
1006
ClearBridge Investments
New York
– -$419K -7,801 Closed
LNC
1007
Lincoln National Corp
Pennsylvania
– -$327K -6,082 Closed
MG
1008
Meritage Group
California
– -$305K -5,666 Closed
XT
1009
XTX Topco
Cayman Islands
– -$298K -5,535 Closed
BPWM
1010
Badgley Phelps Wealth Managers
Washington
– -$284K -5,262 Closed
AC
1011
Avestar Capital
New York
– -$275K -5,109 Closed
WFI
1012
West Family Investments
California
– -$257K -4,776 Closed
FPAS
1013
Focus Partners Advisor Solutions
Missouri
– -$253K -4,710 Closed
Nomura Holdings
1014
Nomura Holdings
Japan
– -$250K -4,651 Closed
BC
1015
Bridgefront Capital
Texas
– -$236K -4,385 Closed
P
1016
Pitcairn
Pennsylvania
– -$224K -4,172 Closed
SIC
1017
Samalin Investment Counsel
New York
– -$220K -4,096 Closed
FNBSF
1018
First National Bank Sioux Falls
South Dakota
– -$219K -4,079 Closed
VIM
1019
Vinva Investment Management
Australia
– -$218K -4,060 Closed
WB
1020
WesBanco Bank
West Virginia
– -$218K -4,059 Closed
UWM
1021
USAdvisors Wealth Management
Minnesota
– -$215K -4,044 Closed
GLLW
1022
Graves Light Lenhart Wealth
Virginia
– -$215K -4,000 Closed
N
1023
Numerai
California
– -$212K -3,943 Closed
ACM
1024
AlphaStar Capital Management
North Carolina
– -$205K -3,812 Closed
FBFS
1025
First Business Financial Services
Wisconsin
– -$201K -3,737 Closed
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