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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 %
SVWAG
1026
Sound View Wealth Advisors Group
Georgia
– -$296K -4,788 Closed
CMAI
1027
Capital Management Associates Inc
Minnesota
– -$291K -4,697 Closed
OTL
1028
Oak Thistle LLC
New York
– -$286K -4,616 Closed
CIBC World Market
1029
CIBC World Market
Ontario, Canada
– -$286K -4,615 Closed
WI
1030
WrapManager Inc
California
– -$283K -4,577 Closed
LA
1031
LVW Advisors
New York
– -$281K -4,536 Closed
BL
1032
Balentine LLC
Georgia
– -$279K -4,503 Closed
GHAM
1033
Gilman Hill Asset Management
Connecticut
– -$279K -4,500 Closed
KI
1034
Kapitalo Investimentos
Brazil
– -$276K -4,454 Closed
AS
1035
Altshuler Shaham
Israel
– -$266K -4,296 Closed
FA
1036
FDx Advisors
Illinois
– -$263K -4,251 Closed
CCG
1037
Cloverfields Capital Group
Minnesota
– -$261K -4,208 Closed
Boston Partners
1038
Boston Partners
Massachusetts
– -$260K -4,195 Closed
FCA
1039
Fortis Capital Advisors
Kansas
– -$257K -4,155 Closed
BAM
1040
Belpointe Asset Management
Nevada
– -$257K -4,155 Closed
GL
1041
Graypoint LLC
New York
– -$254K -4,106 Closed
AF
1042
Alerus Financial
North Dakota
– -$251K -4,047 Closed
Financial Engines Advisors
1043
Financial Engines Advisors
California
– -$250K -4,009 Closed
KFA
1044
Krane Funds Advisors
New York
– -$248K -4,000 Closed
DAS
1045
Dynamic Advisor Solutions
Arizona
– -$248K -3,885 Closed
FGA
1046
Fortis Group Advisors
New Jersey
– -$258K -3,823 Closed
OWP
1047
Obermeyer Wealth Partners
Colorado
– -$236K -3,812 Closed
AWM
1048
Accel Wealth Management
Iowa
– -$236K -3,810 Closed
AAM
1049
Aureus Asset Management
Massachusetts
– -$235K -3,794 Closed
CWM
1050
CCG Wealth Management
California
– -$234K -3,784 Closed
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