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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
+$359M
2
State Street
State Street
Massachusetts
+$173M
3
Franklin Resources
Franklin Resources
California
+$143M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M
5
Man Group
Man Group
United Kingdom
+$124M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$889M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$302M
3
Morgan Stanley
Morgan Stanley
New York
-$163M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$150M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
1076
AJOVista
Massachusetts
– -$139K -2,239 Closed
DAC
1077
Dividend Assets Capital
South Carolina
– -$90K -1,460 Closed
CSC
1078
Caldwell Sutter Capital
California
– -$85.4K -1,379 Closed
GG
1079
Greenwood Gearhart
Arkansas
– -$61.3K -990 Closed
NFA
1080
Northwest Financial Advisors
Virginia
– -$57.4K -927 Closed
GWS
1081
Glassman Wealth Services
Virginia
– -$44.4K -717 Closed
QL
1082
Quarry LP
New York
– -$34.4K -556 Closed
TSW
1083
Thompson Siegel & Walmsley
Virginia
– -$31K -502 Closed
RFA
1084
Resurgent Financial Advisors
Georgia
– -$30.1K -486 Closed
UIA
1085
Ulland Investment Advisors
Minnesota
– -$29K -470 Closed
KC
1086
Kepos Capital
New York
– -$27K -431 Closed
TCWA
1087
Turtle Creek Wealth Advisors
Texas
– -$25.1K -405 Closed
NL
1088
NVWM LLC
Pennsylvania
– -$16.7K -268 Closed
DCM
1089
Davis Capital Management
Florida
– -$16.5K -267 Closed
AFS
1090
Annapolis Financial Services
Maryland
– -$16K -259 Closed
CWA
1091
Core Wealth Advisors
Florida
– -$15.2K -246 Closed
FFO
1092
Fortitude Family Office
Arizona
– -$12.4K -200 Closed
PGAM
1093
Princeton Global Asset Management
New Jersey
– -$12.2K -197 Closed
EC
1094
EdgeRock Capital
Colorado
– -$6.04K -101 Closed
NMG
1095
New Millennium Group
Utah
– -$4.77K -77 Closed
LF
1096
Lee Financial
Texas
– -$3.62K -58 Closed
FWM
1097
Focused Wealth Management
New York
– -$3.1K -50 Closed
DIP
1098
DT Investment Partners
Pennsylvania
– -$2.69K -45 Closed
SSG
1099
Summit Securities Group
New York
– -$3K -44 Closed
TVAMP
1100
Tennessee Valley Asset Management Partners
Tennessee
– -$2.31K -37 Closed
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