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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 %
FFA
376
First Foundation Advisors
California
$1.13M +$7.01K +104 +0.6%
I
377
InceptionR
California
$1.13M +$1.13M +16,754 New
SPA
378
Sherbrooke Park Advisers
New York
$1.13M +$897K +13,300 +391%
FCBT
379
First Citizens Bank & Trust
North Carolina
$1.11M -$65.7K -974 -6%
WA
380
WealthTrust Axiom
Pennsylvania
$1.1M – – –
NSEDCP
381
NJ State Employees Deferred Compensation Plan
New Jersey
$1.1M – – –
ACP
382
Aveo Capital Partners
Colorado
$1.09M +$209K +3,099 +24%
AAS
383
Avantax Advisory Services
Texas
$1.09M +$149K +2,215 +16%
TC
384
TownSquare Capital
Utah
$1.09M +$6.2K +92 +0.6%
GT
385
Glenmede Trust
Pennsylvania
$1.07M +$2.56K +38 +0.2%
WWM
386
Western Wealth Management
Colorado
$1.06M +$77.2K +1,145 +8%
QCM
387
Quantinno Capital Management
New York
$1.06M +$56.6K +839 +6%
BDFN
388
Bond & Devick Financial Network
Minnesota
$1.05M +$202 +3 +0%
BSW
389
Buckingham Strategic Wealth
Missouri
$1.04M – – –
BWM
390
BerganKDV Wealth Management
Minnesota
$1.03M +$1.48K +22 +0.1%
BAMF
391
BI Asset Management Fondsmaeglerselskab
Denmark
$1.01M -$263K -3,903 -21%
EGM
392
Engineers Gate Manager
New York
$1.01M +$706K +10,465 +233%
SEC
393
Seven Eight Capital
New York
$1.01M +$769K +11,407 +322%
EF
394
Empirical Finance
Pennsylvania
$1.01M +$53.2K +789 +6%
TF
395
TIAA FSB
Florida
$1M -$110K -1,632 -10%
AG
396
Advocate Group
Minnesota
$997K -$10.5K -156 -1%
AWM
397
Apollon Wealth Management
South Carolina
$983K +$41.7K +618 +4%
GFA
398
Gallagher Fiduciary Advisors
Illinois
$968K +$968K +14,351 New
AAP
399
Arax Advisory Partners
Colorado
$962K +$4.25K +63 +0.4%
MPPW
400
Mitchell & Pahl Private Wealth
Oklahoma
$955K +$76.4K +1,133 +9%
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