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Xcel Energy
XEL

Overview Fund Activity

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$577M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$786M
3
BlackRock
BlackRock
New York
$3.5B
4
AllianceBernstein
AllianceBernstein
Tennessee
$133M
5
Morgan Stanley
Morgan Stanley
New York
$349M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$286M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.27B
3
N
Natixis
France
$23.3M
4
Bank of America
Bank of America
North Carolina
$707M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
326
PEAK6 Investments
Illinois
$1.76M -$1.41M -20,051 -44%
CA
327
Cornerstone Advisors
North Carolina
$1.75M – – –
KNW
328
Kesler Norman & Wride
Utah
$1.74M +$742K +10,579 +74%
VHAM
329
Van Hulzen Asset Management
California
$1.72M +$35.3K +500 +2%
GWWM
330
Great Waters Wealth Management
Minnesota
$1.69M +$1.69M +24,701 New
BBNA
331
Bremer Bank National Association
Minnesota
$1.69M +$14K +200 +0.8%
GT
332
Greenleaf Trust
Michigan
$1.61M -$45.3K -646 -3%
FFP
333
FourThought Financial Partners
Florida
$1.6M +$1.6M +22,837 New
DADC
334
D.A. Davidson & Co
Montana
$1.59M +$108K +1,527 +7%
PFO
335
Pathstone Family Office
New Jersey
$1.59M +$133K +2,045 +9%
HVM
336
Harvest Volatility Management
Connecticut
$1.59M -$446K -6,366 -22%
CCM
337
CTC Capital Management
Illinois
$1.58M +$1.58M +22,600 New
API
338
Advisor Partners II
California
$1.56M -$73.1K -1,043 -4%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$1.52M -$714K -10,182 -32%
SDIC
340
South Dakota Investment Council
South Dakota
$1.51M +$323K +4,600 +27%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$1.51M -$276K -3,942 -16%
Axa
342
Axa
France
$1.5M +$1.19M +17,024 +389%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$443K -6,320 -23%
VPIM
344
Vanguard Personalized Indexing Management
California
$1.48M -$291K -4,145 -16%
IGWM
345
ICA Group Wealth Management
Colorado
$1.48M -$858K -12,237 -37%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$62.1K +886 +4%
UCFA
347
United Capital Financial Advisors
Texas
$1.44M -$966K -13,779 -40%
HNB
348
Huntington National Bank
Ohio
$1.44M -$22.3K -318 -2%
BPC
349
Banque Pictet & Cie
Switzerland
$1.43M +$128K +1,820 +10%
DIA
350
Dean Investment Associates
Ohio
$1.42M -$38.5K -549 -3%
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