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Xcel Energy
XEL

Overview Fund Activity

923 hedge funds and large institutions have $24.6B invested in Xcel Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 365 increasing their positions, 300 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-34
Holders Change %
-3.55%
% of All Funds
14.72%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
90
Increased
365
Reduced
300
Closed
110
Calls
$94.7M
Puts
$32.4M
Net Calls
+$62.4M
Net Calls Change
+$6.98M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$326M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$146M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$67.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$434M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$285M
3
Ameriprise
Ameriprise
Minnesota
-$240M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$75.8M
5
BC
Brookfield Corp
Ontario, Canada
-$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Alerus Financial
North Dakota
$2.61M -$443K -7,740 -15%
WBC
277
Westpac Banking Corp
Australia
$2.59M -$224K -3,916 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
278
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.55M -$41.1M -718,172 -94%
PJSIMP
279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.51M -$152K -2,571 -6%
AAM
280
Advisors Asset Management
Colorado
$2.5M -$43.7K -763 -2%
Wealthfront Advisers
281
Wealthfront Advisers
California
$2.49M +$254K +4,434 +11%
SFI
282
Siemens Fonds Invest
Germany
$2.47M -$326K -5,701 -12%
CGH
283
Crossmark Global Holdings
Texas
$2.47M -$78.3K -1,349 -3%
KRS
284
Kentucky Retirement Systems
Kentucky
$2.45M -$81.9K -1,432 -3%
AWM
285
AE Wealth Management
Kansas
$2.44M +$850K +14,859 +53%
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$2.44M -$11.4K -200 -0.5%
WS
287
Wedbush Securities
California
$2.44M -$135K -2,354 -5%
FBT
288
First Bank & Trust
South Dakota
$2.42M +$614K +10,729 +34%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$2.41M – – –
VPIM
290
Vanguard Personalized Indexing Management
California
$2.37M +$312K +5,452 +15%
AI
291
Atria Investments
North Carolina
$2.35M -$338K -5,899 -13%
William Blair & Company
292
William Blair & Company
Illinois
$2.31M +$23.2K +406 +1%
BNP Paribas Asset Management
293
BNP Paribas Asset Management
France
$2.29M -$1.76M -30,798 -43%
SAM
294
Securian Asset Management
Minnesota
$2.26M -$304K -5,310 -12%
EIA
295
Edgemoor Investment Advisors
Maryland
$2.26M -$25K -437 -1%
CA
296
Cornerstone Advisors
North Carolina
$2.22M -$103K -1,800 -4%
LMIM
297
Lockheed Martin Investment Management
Maryland
$2.22M – – –
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$2.19M -$1.8M -31,515 -45%
AWM
299
Avitas Wealth Management
California
$2.18M -$15.7K -274 -0.7%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$2.15M -$75.8K -1,324 -3%
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