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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 %
TIMH
301
Tilt Investment Management Holdings
New York
$2.4M +$24.4K +371 +1%
CWM
302
CIBC World Markets
New York
$2.31M -$2.47M -36,572 -52%
KBC Group
303
KBC Group
Belgium
$2.31M – – –
QT
304
Quantbot Technologies
New York
$2.28M +$964K +14,298 +73%
Los Angeles Capital Management
305
Los Angeles Capital Management
California
$2.26M -$2.71M -40,149 -55%
SAM
306
Shell Asset Management
Netherlands
$2.25M -$7.01K -104 -0.3%
OC
307
Oppenheimer & Co
New York
$2.23M +$359K +5,324 +19%
EP
308
EPIQ Partners
Minnesota
$2.17M -$20.2K -300 -0.9%
LMIM
309
Lockheed Martin Investment Management
Maryland
$2.16M – – –
FBT
310
First Bank & Trust
South Dakota
$2.12M +$20.9K +310 +1%
PFA
311
Peak Financial Advisors
Colorado
$2.09M -$92.7K -1,375 -4%
CBT
312
Central Bank & Trust
Kentucky
$2.06M +$14.4K +214 +0.7%
CA
313
Claro Advisors
Massachusetts
$2M -$21.2K -315 -1%
SO
314
STRS Ohio
Ohio
$1.99M -$308K -4,567 -13%
KeyBank National Association
315
KeyBank National Association
Ohio
$1.97M -$128K -1,896 -6%
AWM
316
AE Wealth Management
Kansas
$1.9M -$2.3M -34,034 -55%
VPIM
317
Vanguard Personalized Indexing Management
California
$1.87M +$448K +6,649 +31%
SSA
318
Schonfeld Strategic Advisors
New York
$1.87M -$19.2M -284,163 -91%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$1.86M +$97.1K +1,440 +6%
IA
320
Icon Advisers
Colorado
$1.85M – – –
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$1.83M +$1.83M +27,123 New
Credit Agricole
322
Credit Agricole
France
$1.78M -$256K -3,797 -13%
AI
323
Accredited Investors
Minnesota
$1.78M +$540 +8 +0%
NG
324
NatWest Group
United Kingdom
$1.78M -$1.43M -21,202 -45%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$1.77M -$17.6K -261 -1%
11 12
13
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