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Xcel Energy
XEL

Overview Fund Activity

964 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, 329 reducing their positions, and 80 closing their positions.

Holders
964
Holders Change
-9
Holders Change %
-0.92%
% of All Funds
14.02%
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
329
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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86B 72,226,353 +128,923 +0.2%
BlackRock
2
BlackRock
New York
$2.45B 45,853,548 -2,981,895 -6%
State Street
3
State Street
Massachusetts
$1.88B 34,819,577 +2,207,614 +7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.07B 20,052,370 +630,818 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$764M 14,299,912 +452,501 +3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$764M 14,298,016 -2,907,516 -17%
Aristotle Capital Management
7
Aristotle Capital Management
California
$731M 13,689,988 -515,601 -4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$683M 12,787,894 +5,235,269 +69%
Victory Capital Management
9
Victory Capital Management
Texas
$405M 7,587,563 -481,070 -6%
Morgan Stanley
10
Morgan Stanley
New York
$401M 7,505,878 -1,485,020 -17%
Goldman Sachs
11
Goldman Sachs
New York
$341M 6,379,304 +926,837 +17%
Wells Fargo
12
Wells Fargo
California
$340M 6,365,277 +117,748 +2%
Bank of America
13
Bank of America
North Carolina
$311M 5,824,441 +1,006,033 +21%
Northern Trust
14
Northern Trust
Illinois
$285M 5,331,812 +80,946 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$281M 5,253,110 -377,985 -7%
Invesco
16
Invesco
Georgia
$267M 4,998,107 -1,071,722 -18%
Franklin Resources
17
Franklin Resources
California
$265M 4,965,331 -149,524 -3%
Millennium Management
18
Millennium Management
New York
$229M 4,290,943 +1,957,146 +84%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$202M 3,778,037 -60,229 -2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$189M 3,537,391 +160,803 +5%
MAM
21
Magellan Asset Management
Australia
$185M 3,457,204 +463,418 +15%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$185M 3,455,283 -730,818 -17%
Capital Research Global Investors
23
Capital Research Global Investors
California
$181M 3,381,741 +1,131 +0%
Charles Schwab
24
Charles Schwab
California
$179M 3,349,795 +139,256 +4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$178M 3,347,728 +522,667 +19%
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