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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 %
FWTB
376
First Western Trust Bank
Colorado
$1.03M -$21.8K -381 -2%
IC
377
IEQ Capital
California
$1.02M +$304K +5,320 +42%
MPPW
378
Mitchell & Pahl Private Wealth
Oklahoma
$1.02M +$142K +2,486 +16%
WWM
379
Western Wealth Management
Colorado
$1.02M +$73K +1,276 +8%
FFA
380
First Foundation Advisors
California
$1.01M +$17.8K +311 +2%
FNA
381
First National Advisers
Nebraska
$1.01M +$674K +11,775 +199%
USAA
382
United Services Automobile Association
Texas
$1.01M -$132K -2,309 -12%
Koshinski Asset Management
383
Koshinski Asset Management
Illinois
$1M -$244K -4,269 -20%
HI
384
Harbour Investments
Wisconsin
$998K +$1.2K +21 +0.1%
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$996K +$2.69K +47 +0.3%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$992K -$172 -3 -0%
DC
387
Davenport & Co
Virginia
$989K +$447K +7,811 +82%
ZB
388
Zions Bancorporation
Utah
$987K +$818K +14,300 +486%
SPC
389
Sigma Planning Corp
Michigan
$979K -$103K -1,799 -10%
FFP
390
FourThought Financial Partners
Florida
$974K -$229K -4,000 -19%
BDFN
391
Bond & Devick Financial Network
Minnesota
$957K +$66.1K +1,156 +7%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$944K +$765K +13,368 +426%
DWM
393
Dechtman Wealth Management
Colorado
$939K +$4.18K +73 +0.4%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$938K -$30.5K -533 -3%
WA
395
WealthTrust Axiom
Pennsylvania
$936K – – –
NSEDCP
396
NJ State Employees Deferred Compensation Plan
New Jersey
$929K – – –
OQS
397
Occudo Quantitative Strategies
Florida
$910K -$2.75M -48,021 -75%
TC
398
Telemus Capital
Michigan
$908K -$973 -17 -0.1%
CBA
399
Coastal Bridge Advisors
Connecticut
$896K +$3.66K +64 +0.4%
DC
400
DeDora Capital
California
$887K +$64.4K +1,126 +8%
14 15
16
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