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Xcel Energy
XEL

Overview Fund Activity

973 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, 374 reducing their positions, and 135 closing their positions.

Holders
973
Holders Change
-37
Holders Change %
-3.66%
% of All Funds
14.11%
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
374
Closed
135
Calls
$130M
Puts
$120M
Net Calls
+$9.51M
Net Calls Change
-$113M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$406M
2
State Street
2
State Street
Massachusetts
$1.77B
3
Franklin Resources
3
Franklin Resources
California
$275M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$158M
5
Man Group
5
Man Group
United Kingdom
$168M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$9.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
Morgan Stanley
3
Morgan Stanley
New York
$483M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$925M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.04B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.88B 72,097,430 +107,599 +0.1%
BlackRock
2
BlackRock
New York
$2.62B 48,835,443 -1,152,136 -2%
State Street
3
State Street
Massachusetts
$1.77B 32,611,963 +3,183,285 +11%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.04B 19,421,552 -2,052,310 -10%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$925M 17,205,532 -2,788,766 -14%
Aristotle Capital Management
6
Aristotle Capital Management
California
$764M 14,205,589 +190,236 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$744M 13,847,411 +604,912 +5%
Morgan Stanley
8
Morgan Stanley
New York
$483M 8,990,898 -3,028,202 -25%
Victory Capital Management
9
Victory Capital Management
Texas
$434M 8,068,633 +302,585 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$406M 7,552,625 +6,684,499 +770%
Wells Fargo
11
Wells Fargo
California
$336M 6,247,529 -876,683 -12%
Invesco
12
Invesco
Georgia
$326M 6,069,829 +687,981 +13%
Legal & General Group
13
Legal & General Group
United Kingdom
$303M 5,631,095 +54,651 +1%
Goldman Sachs
14
Goldman Sachs
New York
$293M 5,452,467 -1,343,301 -20%
Northern Trust
15
Northern Trust
Illinois
$282M 5,250,866 -297,039 -5%
Franklin Resources
16
Franklin Resources
California
$275M 5,114,855 +2,661,887 +109%
Bank of America
17
Bank of America
North Carolina
$259M 4,818,408 +312,741 +7%
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$223M 4,186,101 +74,690 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$206M 3,838,266 -243,967 -6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$186M 3,460,906 +105,570 +3%
Capital Research Global Investors
21
Capital Research Global Investors
California
$182M 3,380,610 +1,672 +0%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$181M 3,376,588 +1,413,703 +72%
Charles Schwab
23
Charles Schwab
California
$173M 3,210,539 +39,076 +1%
Man Group
24
Man Group
United Kingdom
$168M 3,129,635 +2,302,689 +278%
MAM
25
Magellan Asset Management
Australia
$161M 2,993,786 +213,722 +8%
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