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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 %
MLICM
351
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M -$66.7K -1,165 -5%
EF
352
Empowered Funds
Pennsylvania
$1.3M +$1.05M +18,320 +409%
API
353
Advisor Partners II
California
$1.3M -$43.9K -767 -3%
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$1.3M +$156K +2,735 +14%
AIP
355
Ameritas Investment Partners
Nebraska
$1.28M +$190K +3,326 +17%
Neuberger Berman Group
356
Neuberger Berman Group
New York
$1.26M +$421K +7,354 +50%
DWM
357
Dakota Wealth Management
Florida
$1.26M +$42K +734 +3%
FCBT
358
First Citizens Bank & Trust
North Carolina
$1.26M -$27.6K -482 -2%
HNB
359
Huntington National Bank
Ohio
$1.25M +$120K +2,103 +11%
VHAM
360
Van Hulzen Asset Management
California
$1.21M -$1.24M -21,600 -50%
ADL
361
Asset Dedication LLC
California
$1.21M +$63.8K +1,114 +6%
Los Angeles Capital Management
362
Los Angeles Capital Management
California
$1.2M -$104K -1,809 -8%
AI
363
Accredited Investors
Minnesota
$1.2M +$45.8K +801 +4%
GWM
364
Geneos Wealth Management
Colorado
$1.17M +$80.8K +1,412 +7%
NP
365
NorthRock Partners
Minnesota
$1.14M +$271K +4,735 +31%
PFM
366
Premier Fund Managers
United Kingdom
$1.14M -$3.98M -70,000 -78%
GFS
367
GYL Financial Synergies
Connecticut
$1.13M -$16.7K -292 -1%
BCI
368
Brinker Capital Investments
Pennsylvania
$1.11M -$75.5K -1,320 -6%
OPS
369
Orion Portfolio Solutions
Nebraska
$1.11M -$75.5K -1,320 -6%
SDIC
370
South Dakota Investment Council
South Dakota
$1.1M -$85.9K -1,500 -7%
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M -$36.6K -639 -3%
EF
372
Empirical Finance
Pennsylvania
$1.07M +$104K +1,815 +11%
CCG
373
Cypress Capital Group
Florida
$1.06M +$154K +2,686 +17%
PA
374
Procyon Advisors
Connecticut
$1.06M +$282K +4,920 +36%
Bessemer Group
375
Bessemer Group
New Jersey
$1.04M +$176K +3,075 +20%
13 14
15
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