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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 %
AIM
301
Aigen Investment Management
New York
$2.15M +$663K +11,587 +45%
AIP
302
ARS Investment Partners
New York
$2.13M -$138K -2,407 -6%
TIMH
303
Tilt Investment Management Holdings
New York
$2.11M – – –
SPIA
304
Steward Partners Investment Advisory
New York
$2.05M +$39.7K +694 +2%
MWM
305
Mission Wealth Management
California
$2.04M -$126K -2,208 -6%
MFS
306
Mirabella Financial Services
United Kingdom
$2M +$1.28M +22,291 +176%
EGM
307
Engineers Gate Manager
New York
$1.97M -$2.11M -36,946 -52%
AM
308
AGF Management
Ontario, Canada
$1.97M +$1.97M +34,372 New
KBC Group
309
KBC Group
Belgium
$1.96M – – –
OC
310
Oppenheimer & Co
New York
$1.9M +$19.7K +345 +1%
MGP
311
Metis Global Partners
California
$1.88M +$239K +4,178 +15%
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$1.84M +$1.84M +32,188 New
Group One Trading
313
Group One Trading
Illinois
$1.83M +$1.83M +31,931 New
SAM
314
Shell Asset Management
Netherlands
$1.82M -$55.2K -965 -3%
CAM
315
Cresset Asset Management
Illinois
$1.82M +$150K +2,598 +9%
EP
316
EPIQ Partners
Minnesota
$1.78M -$60.1K -1,050 -3%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$1.78M -$38.5K -672 -2%
SO
318
STRS Ohio
Ohio
$1.73M -$10.5M -183,905 -86%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$1.73M +$353K +6,167 +26%
DADC
320
D.A. Davidson & Co
Montana
$1.7M +$74.4K +1,300 +5%
PFO
321
Pathstone Family Office
New Jersey
$1.68M +$1.09M +19,004 +185%
QCM
322
QRG Capital Management
Illinois
$1.64M +$1.64M +28,722 New
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$1.64M +$120K +2,100 +8%
CA
324
Claro Advisors
Massachusetts
$1.63M +$43.9K +768 +3%
BPA
325
Beacon Pointe Advisors
California
$1.63M -$11.6K -203 -0.7%
11 12
13
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