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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 %
IGWM
351
ICA Group Wealth Management
Colorado
$1.4M -$24.1K -357 -2%
HNB
352
Huntington National Bank
Ohio
$1.35M -$31.5K -467 -2%
Axa
353
Axa
France
$1.33M -$110K -1,627 -8%
TI
354
Trexquant Investment
Connecticut
$1.32M -$1.56M -23,123 -54%
HVM
355
Harvest Volatility Management
Connecticut
$1.32M -$195K -2,910 -13%
EP
356
Edgestream Partners
New Jersey
$1.32M +$379K +5,624 +40%
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.31M -$8.77K -130 -0.7%
CCG
358
Cypress Capital Group
Florida
$1.3M +$203K +3,008 +19%
AIP
359
Ameritas Investment Partners
Nebraska
$1.29M +$5.13K +76 +0.4%
SPC
360
Sigma Planning Corp
Michigan
$1.29M +$28.1K +416 +2%
BCV
361
Banque Cantonale Vaudoise
Switzerland
$1.28M -$187K -2,766 -13%
BFG
362
Berger Financial Group
Minnesota
$1.25M +$41.3K +612 +3%
FWTB
363
First Western Trust Bank
Colorado
$1.24M – – –
V
364
Veritable
Delaware
$1.23M +$48.8K +724 +4%
TRCT
365
Tower Research Capital (TRC)
New York
$1.23M +$190K +2,812 +18%
ADL
366
Asset Dedication LLC
California
$1.22M +$89.5K +1,327 +8%
SIMM
367
Stillwater Investment Management (Minnesota)
Minnesota
$1.2M +$8.57K +127 +0.7%
NP
368
NorthRock Partners
Minnesota
$1.2M -$5.4K -80 -0.4%
SS
369
Simplicity Solutions
Minnesota
$1.19M +$934K +13,843 +359%
TC
370
Telemus Capital
Michigan
$1.19M +$102K +1,509 +9%
HI
371
Harbour Investments
Wisconsin
$1.17M +$202 +3 +0%
CAM
372
Costello Asset Management
Pennsylvania
$1.17M -$94.3K -1,399 -7%
VIM
373
Vinva Investment Management
Australia
$1.16M +$1.16M +17,358 New
NMIMC
374
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M +$3.37K +50 +0.3%
MGP
375
Metis Global Partners
California
$1.16M +$393K +5,831 +51%
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