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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 %
LA
1101
LM Advisors
California
– -$1.8K -29 Closed
ANBT
1102
American National Bank & Trust
Texas
– -$1.61K -26 Closed
AT
1103
Arlington Trust
Alabama
– -$1.55K -25 Closed
FSWA
1104
Financial Synergies Wealth Advisors
Texas
– -$1.05K -15 Closed
CAM
1105
ClariVest Asset Management
California
– -$743 -12 Closed
LIWM
1106
Long Island Wealth Management
New York
– -$1K -10 Closed
TWP
1107
TFO Wealth Partners
Ohio
– -$495 -8 Closed
IPW
1108
Impact Partnership Wealth
Georgia
– -$433 -7 Closed
EWM
1109
Evermay Wealth Management
Virginia
– -$372 -6 Closed
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