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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 %
CBT
1026
CoreFirst Bank & Trust
Kansas
– -$191K -3,559 Closed
SP
1027
Systematic Portfolios
New York
– -$249K -2,144 Closed
First Manhattan
1028
First Manhattan
New York
– -$91.4K -1,700 Closed
BWM
1029
BKM Wealth Management
Wisconsin
– -$64.1K -1,192 Closed
BCV
1030
Banque Cantonale Vaudoise
Switzerland
– -$47K -882 Closed
OLVIG
1031
Oliver Lagore Vanvalin Investment Group
Michigan
– -$29.4K -546 Closed
FFWM
1032
Future Financial Wealth Management
Ohio
– -$21.9K -408 Closed
USB
1033
Union Savings Bank
Connecticut
– -$18.7K -347 Closed
WBC
1034
West Branch Capital
Massachusetts
– -$16.1K -300 Closed
BCMLT
1035
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$16.1K -300 Closed
SWS
1036
SYSTM Wealth Solutions
Illinois
– -$14.3K -265 Closed
Loomis, Sayles & Company
1037
Loomis, Sayles & Company
Massachusetts
– -$12K -224 Closed
GBT
1038
Grove Bank & Trust
Florida
– -$6.67K -124 Closed
HWM
1039
Horizons Wealth Management
North Carolina
– -$5.51K -89 Closed
FUBT
1040
First United Bank & Trust
Maryland
– -$4.3K -80 Closed
NIC
1041
Northwest Investment Counselors
Oregon
– -$4.03K -75 Closed
SA
1042
SRH Advisors
Kansas
– -$3.12K -58 Closed
GFL
1043
Granite FO LLC
New Hampshire
– -$2.37K -39 Closed
FGAM
1044
Financial Gravity Asset Management
Texas
– -$1.54K -29 Closed
FFA
1045
Frazier Financial Advisors
Ohio
– -$162 -3 Closed
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