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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 %
GWWM
326
Great Waters Wealth Management
Minnesota
$1.77M +$27.7K +393 +2%
KNW
327
Kesler Norman & Wride
Utah
$1.74M +$69.5K +1,031 +4%
LA
328
LBP AM
France
$1.73M -$79.4K -1,177 -4%
EWA
329
EP Wealth Advisors
California
$1.72M +$1.1M +14,419 +178%
DIA
330
Dean Investment Associates
Ohio
$1.72M +$355K +5,260 +26%
MYAM
331
Meiji Yasuda Asset Management
Japan
$1.71M -$1.84M -27,300 -52%
NMERB
332
New Mexico Educational Retirement Board
New Mexico
$1.71M -$60.7K -900 -3%
QC
333
Quadrature Capital
United Kingdom
$1.69M -$1.73M -25,605 -51%
CA
334
Cornerstone Advisors
North Carolina
$1.69M – – –
WPC
335
White Pine Capital
Minnesota
$1.68M -$67.4K -999 -4%
DADC
336
D.A. Davidson & Co
Montana
$1.68M +$164K +2,433 +11%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$1.68M +$249K +3,698 +17%
MLICM
338
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M -$484K -7,175 -23%
API
339
Advisor Partners II
California
$1.65M +$145K +2,155 +10%
VBFP
340
Valtinson Bruner Financial Planning
Minnesota
$1.63M +$292K +4,336 +22%
BBNA
341
Bremer Bank National Association
Minnesota
$1.63M – – –
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$181K +2,683 +13%
BF
343
BOK Financial
Oklahoma
$1.6M -$575K -8,520 -26%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$1.59M +$146K +2,164 +10%
FFP
345
FourThought Financial Partners
Florida
$1.56M +$17.3K +256 +1%
FG
346
Formula Growth
Quebec, Canada
$1.48M +$1.48M +22,000 New
PMEF
347
Point72 Middle East FZE
United Arab Emirates
$1.47M +$420K +6,223 +40%
SDIC
348
South Dakota Investment Council
South Dakota
$1.45M – – –
OPS
349
Orion Portfolio Solutions
Nebraska
$1.43M +$493K +7,313 +53%
BCI
350
Brinker Capital Investments
Pennsylvania
$1.43M +$1.07M +15,939 +303%
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