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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 %
Credit Agricole
326
Credit Agricole
France
$1.59M +$407K +7,120 +34%
Two Sigma Advisers
327
Two Sigma Advisers
New York
$1.57M +$1.57M +27,500 New
IA
328
Icon Advisers
Colorado
$1.57M – – –
CBT
329
Central Bank & Trust
Kentucky
$1.56M -$10K -175 -0.6%
SIS
330
Strategic Investment Solutions
Illinois
$1.51M +$1.49M +24,800 +6,200%
CM
331
Crestline Management
Texas
$1.5M +$1.5M +26,251 New
IA
332
IFP Advisors
Florida
$1.49M +$838K +14,647 +128%
KNW
333
Kesler Norman & Wride
Utah
$1.48M -$17.6K -307 -1%
BFG
334
Berger Financial Group
Minnesota
$1.46M +$17.3K +303 +1%
Axa
335
Axa
France
$1.45M +$293K +5,128 +25%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$1.45M -$34.6K -604 -2%
BF
337
BOK Financial
Oklahoma
$1.44M +$90.4K +1,525 +7%
NB
338
Norinchukin Bank
Japan
$1.44M -$561K -9,804 -28%
KeyBank National Association
339
KeyBank National Association
Ohio
$1.42M -$181K -3,163 -11%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$77.9K -1,361 -5%
AWM
341
Apollon Wealth Management
South Carolina
$1.42M -$39.1K -683 -3%
NIM
342
NEOS Investment Management
Connecticut
$1.38M +$1.38M +24,170 New
TI
343
Tidal Investments
Wisconsin
$1.38M +$575K +10,041 +71%
NG
344
NatWest Group
United Kingdom
$1.37M +$35.7K +624 +3%
MML Investors Services
345
MML Investors Services
Massachusetts
$1.36M +$578K +10,108 +74%
TC
346
TownSquare Capital
Utah
$1.35M +$173K +3,029 +15%
GWWM
347
Great Waters Wealth Management
Minnesota
$1.33M -$23.1K -403 -2%
WPC
348
White Pine Capital
Minnesota
$1.33M -$18.8K -328 -1%
BBNA
349
Bremer Bank National Association
Minnesota
$1.32M -$61.9K -1,082 -4%
VBFP
350
Valtinson Bruner Financial Planning
Minnesota
$1.31M -$36.2K -633 -3%
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