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Xcel Energy
XEL

Overview Fund Activity

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
2
Morgan Stanley
Morgan Stanley
New York
+$412M
3
Goldman Sachs
Goldman Sachs
New York
+$130M
4
ECM
ExodusPoint Capital Management
New York
+$108M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$91.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$300M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.7M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$75.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
351
Great Waters Wealth Management
Minnesota
$1.48M -$3.05K -48 -0.2%
KeyBank National Association
352
KeyBank National Association
Ohio
$1.47M -$66.2K -1,070 -4%
AI
353
Atom Investors
Texas
$1.46M +$1.46M +23,610 New
NB
354
Norinchukin Bank
Japan
$1.44M -$116K -1,866 -7%
PAS
355
Point72 Asia (Singapore)
Singapore
$1.43M +$1.43M +23,138 New
IMCOOI
356
Investment Management Corp of Ontario (IMCO)
Canada
$1.41M +$798K +12,894 +130%
AIP
357
Ameritas Investment Partners
Nebraska
$1.41M +$21K +339 +2%
Neuberger Berman Group
358
Neuberger Berman Group
New York
$1.4M +$35.7K +577 +3%
MLICM
359
Metropolitan Life Insurance Company (MetLife)
New York
$1.39M -$22.2K -358 -2%
VBFP
360
Valtinson Bruner Financial Planning
Minnesota
$1.39M -$25K -404 -2%
OM
361
OV Management
Minnesota
$1.38M +$1.38M +22,100 New
QWP
362
Quotient Wealth Partners
Texas
$1.37M +$1.37M +22,167 New
EGM
363
Engineers Gate Manager
New York
$1.36M -$772K -12,462 -36%
OLVIG
364
Oliver Lagore Vanvalin Investment Group
Michigan
$1.36M +$716K +11,558 +111%
BCI
365
Brinker Capital Investments
Pennsylvania
$1.35M +$120K +1,883 +10%
OPS
366
Orion Portfolio Solutions
Nebraska
$1.35M +$120K +1,883 +10%
FNA
367
First National Advisers
Nebraska
$1.34M +$248K +4,006 +23%
BBNA
368
Bremer Bank National Association
Minnesota
$1.32M -$105K -1,689 -7%
ADL
369
Asset Dedication LLC
California
$1.31M +$2.6K +42 +0.2%
WWM
370
Western Wealth Management
Colorado
$1.3M +$199K +3,209 +18%
AI
371
Accredited Investors
Minnesota
$1.3M -$3.47K -56 -0.3%
BF
372
BOK Financial
Oklahoma
$1.29M -$212K -3,427 -14%
CC
373
Cipher Capital
New York
$1.29M +$1.29M +20,852 New
GWM
374
Geneos Wealth Management
Colorado
$1.27M +$11.3K +182 +0.9%
WPC
375
White Pine Capital
Minnesota
$1.25M -$181K -2,919 -13%
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