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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
15.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
91
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.02B
2
Bank of America
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
Capital International Investors
California
$0
3
Deutsche Bank
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Alerus Financial
North Dakota
$3.74M +$3.54M +52,485 +1,738%
IAN
252
Integrated Advisors Network
Texas
$3.7M -$1.02M -15,156 -22%
BEI
253
Benjamin Edwards Inc
Missouri
$3.68M +$136K +2,024 +4%
TRSOTSOK
254
Teachers Retirement System of the State of Kentucky
Kentucky
$3.51M – – –
AI
255
Atria Investments
North Carolina
$3.47M -$51.1K -758 -1%
JFL
256
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.46M – – –
PAG
257
Private Advisor Group
New Jersey
$3.39M +$56.5K +838 +2%
SFI
258
Siemens Fonds Invest
Germany
$3.37M -$4.32K -64 -0.1%
SCM
259
Shelton Capital Management
Colorado
$3.35M +$440K +6,531 +15%
BCCM
260
Bridge Creek Capital Management
Massachusetts
$3.32M +$63.7K +945 +2%
BCIM
261
British Columbia Investment Management
British Columbia, Canada
$3.29M +$18.8K +279 +0.6%
KAS
262
Kestra Advisory Services
Texas
$3.22M -$109K -1,611 -3%
PA
263
Profund Advisors
Maryland
$3.22M -$162K -2,407 -5%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$3.15M -$93.6K -1,388 -3%
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.15M +$2.61M +37,201 +486%
Truist Financial
266
Truist Financial
North Carolina
$3.15M -$877 -13 -0%
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$3.13M +$305K +4,519 +11%
MWM
268
Mission Wealth Management
California
$3.1M -$14.1K -209 -0.5%
PI
269
Putnam Investments
Massachusetts
$3.1M -$34.7K -515 -1%
MSAM
270
Moloney Securities Asset Management
Missouri
$3.09M -$120K -1,781 -4%
HWAM
271
Hennion & Walsh Asset Management
New Jersey
$3.06M +$531K +7,875 +21%
WS
272
Wedbush Securities
California
$3.06M +$165K +2,452 +6%
SAM
273
Securian Asset Management
Minnesota
$3.05M +$20.3K +301 +0.7%
SFS
274
Stiles Financial Services
Minnesota
$3.02M +$15.7K +233 +0.5%
IAIM
275
Industrial Alliance Investment Management
Quebec, Canada
$3.01M +$874K +12,966 +41%
9 10
11
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