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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 %
CSPIA
1051
Cary Street Partners Investment Advisory
Virginia
– -$234K -3,777 Closed
WANY
1052
Wealthspire Advisors (New York)
New York
– -$232K -3,747 Closed
SAM
1053
Strategy Asset Managers
California
– -$231K -3,729 Closed
FHC
1054
First Heartland Consultants
Missouri
– -$229K -3,697 Closed
BIG
1055
Brooklyn Investment Group
New York
– -$227K -3,669 Closed
RMDI
1056
R.M. Davis Inc
Maine
– -$224K -3,612 Closed
MCWS
1057
McKinley Carter Wealth Services
West Virginia
– -$221K -3,571 Closed
ZIM
1058
Zacks Investment Management
Illinois
– -$220K -3,554 Closed
WPW
1059
Waldron Private Wealth
Pennsylvania
– -$220K -3,525 Closed
PIA
1060
Panoramic Investment Advisors
Colorado
– -$217K -3,502 Closed
TAM
1061
Tealwood Asset Management
Minnesota
– -$216K -3,496 Closed
LCM
1062
LCM Capital Management
Illinois
– -$215K -3,466 Closed
HB
1063
HTLF Bank
Colorado
– -$213K -3,447 Closed
VFA
1064
Voya Financial Advisors
Connecticut
– -$211K -3,412 Closed
WIC
1065
Woodmont Investment Counsel
Tennessee
– -$209K -3,380 Closed
BTW
1066
Boston Trust Walden
Massachusetts
– -$207K -3,347 Closed
PWM
1067
Perigon Wealth Management
California
– -$207K -3,346 Closed
HR
1068
Howe & Rusling
New York
– -$207K -3,336 Closed
SBIA
1069
Sheaff Brock Investment Advisors
Indiana
– -$207K -3,336 Closed
JWM
1070
JPL Wealth Management
Colorado
– -$205K -3,309 Closed
FBC
1071
Fairfield, Bush & Co
Connecticut
– -$205K -3,305 Closed
OWM
1072
Orgel Wealth Management
Wisconsin
– -$204K -3,303 Closed
DCM
1073
Donaldson Capital Management
Indiana
– -$204K -3,296 Closed
MIM
1074
Morningstar Investment Management
Illinois
– -$203K -3,284 Closed
WCM
1075
Windsor Capital Management
Arizona
– -$203K -3,280 Closed
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