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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 %
Assenagon Asset Management
351
Assenagon Asset Management
Luxembourg
$1.39M -$22M -313,258 -94%
HIM
352
Hotaling Investment Management
Pennsylvania
$1.38M +$23.7K +338 +2%
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.37M – – –
VBFP
354
Valtinson Bruner Financial Planning
Minnesota
$1.36M +$18.6K +270 +1%
QT
355
Quantbot Technologies
New York
$1.36M -$976K -13,914 -42%
BAMF
356
BI Asset Management Fondsmaeglerselskab
Denmark
$1.33M +$868K +12,387 +190%
CAM
357
Costello Asset Management
Pennsylvania
$1.31M -$13.5K -192 -1%
SPC
358
Sigma Planning Corp
Michigan
$1.31M +$7.43K +106 +0.6%
AIP
359
Ameritas Investment Partners
Nebraska
$1.3M -$33.8K -496 -3%
FWTB
360
First Western Trust Bank
Colorado
$1.29M – – –
BFG
361
Berger Financial Group
Minnesota
$1.26M +$114K +1,623 +10%
NP
362
NorthRock Partners
Minnesota
$1.25M -$3.02K -43 -0.2%
HT
363
Headlands Technologies
Illinois
$1.25M +$1.25M +17,752 New
SIMM
364
Stillwater Investment Management (Minnesota)
Minnesota
$1.24M +$9.96K +142 +0.8%
V
365
Veritable
Delaware
$1.23M +$373K +5,317 +44%
FCBT
366
First Citizens Bank & Trust
North Carolina
$1.23M -$7.71K -110 -0.6%
HI
367
Harbour Investments
Wisconsin
$1.22M +$57.2K +816 +5%
NMIMC
368
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M -$222K -3,165 -16%
USAA
369
United Services Automobile Association
Texas
$1.2M -$337K -4,798 -22%
ADL
370
Asset Dedication LLC
California
$1.18M +$169K +2,408 +17%
FFA
371
First Foundation Advisors
California
$1.17M +$68.3K +974 +6%
TF
372
TIAA FSB
Florida
$1.15M -$32.3K -461 -3%
TC
373
Telemus Capital
Michigan
$1.15M +$40.9K +573 +4%
WA
374
WealthTrust Axiom
Pennsylvania
$1.15M -$70 -1 -0%
CCM
375
Carlson Capital Management
Minnesota
$1.14M -$40.5K -578 -3%
13 14
15
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