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Xcel Energy
XEL

Overview Fund Activity

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
2
Morgan Stanley
Morgan Stanley
New York
+$412M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
ECM
ExodusPoint Capital Management
New York
+$108M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$91.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$300M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$75.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
301
Siemens Fonds Invest
Germany
$2.27M -$400K -6,455 -15%
WS
302
Wedbush Securities
California
$2.23M -$407K -6,573 -15%
DC
303
Davenport & Co
Virginia
$2.19M +$1.12M +18,085 +105%
FDS
304
First Dallas Securities
Texas
$2.18M +$2.18M +35,249 New
CA
305
Cornerstone Advisors
North Carolina
$2.16M -$241K -3,900 -10%
SAM
306
Securian Asset Management
Minnesota
$2.16M -$292K -4,712 -12%
PJSIMP
307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.15M -$381K -6,407 -15%
SPIA
308
Steward Partners Investment Advisory
New York
$2.12M -$93.7K -1,514 -4%
QT
309
Quantbot Technologies
New York
$2.12M +$1.87M +30,242 +763%
Axa
310
Axa
France
$2.1M +$527K +8,516 +34%
LMIM
311
Lockheed Martin Investment Management
Maryland
$2.07M -$225K -3,500 -10%
PPWP
312
Proquility Private Wealth Partners
Nevada
$2.07M +$2.07M +33,392 New
Baird Financial Group
313
Baird Financial Group
Wisconsin
$2.04M +$120K +1,932 +6%
WBC
314
Westpac Banking Corp
Australia
$2.04M -$762K -12,307 -27%
CIMLRA
315
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.04M -$48.4M -781,585 -96%
OC
316
Oppenheimer & Co
New York
$2.03M -$16.4K -265 -0.8%
TPCW
317
TD Private Client Wealth
New York
$2.01M +$1.21M +19,593 +153%
MGP
318
Metis Global Partners
California
$1.99M -$43.4K -701 -2%
Walleye Capital
319
Walleye Capital
New York
$1.96M +$1M +16,184 +105%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$382K +6,167 +25%
QCM
321
QRG Capital Management
Illinois
$1.91M +$129K +2,078 +7%
Walleye Trading
322
Walleye Trading
New York
$1.85M +$1.85M +29,926 New
Credit Agricole
323
Credit Agricole
France
$1.85M +$134K +2,163 +8%
CAS
324
CTC Alternative Strategies
Illinois
$1.85M +$1.85M +29,900 New
DADC
325
D.A. Davidson & Co
Montana
$1.85M +$5.45K +88 +0.3%
11 12
13
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