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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 %
AWM
376
Apollon Wealth Management
South Carolina
$1.25M -$284K -4,586 -19%
GFS
377
GYL Financial Synergies
Connecticut
$1.24M +$14.3K +231 +1%
IMPI
378
Ilmarinen Mutual Pension Insurance
Finland
$1.24M -$2.48M -40,000 -67%
FCBT
379
First Citizens Bank & Trust
North Carolina
$1.23M -$130K -2,093 -10%
DWM
380
Dakota Wealth Management
Florida
$1.22M -$140K -2,255 -10%
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.22M +$33.6K +542 +3%
HNB
382
Huntington National Bank
Ohio
$1.21M -$140K -2,269 -10%
SDIC
383
South Dakota Investment Council
South Dakota
$1.19M – – –
EF
384
Empirical Finance
Pennsylvania
$1.17M +$9.47K +153 +0.8%
FHWM
385
Fox Hill Wealth Management
Massachusetts
$1.17M +$1.17M +18,861 New
GT
386
Greenleaf Trust
Michigan
$1.16M +$312K +5,036 +37%
FWTB
387
First Western Trust Bank
Colorado
$1.16M +$47.9K +774 +4%
HI
388
Harbour Investments
Wisconsin
$1.15M +$66.6K +1,075 +6%
PA
389
Procyon Advisors
Connecticut
$1.15M +$3.59K +58 +0.3%
EF
390
Empowered Funds
Pennsylvania
$1.14M -$271K -4,383 -19%
BSW
391
Buckingham Strategic Wealth
Missouri
$1.14M +$216K +3,485 +23%
Los Angeles Capital Management
392
Los Angeles Capital Management
California
$1.14M -$162K -2,609 -12%
CCG
393
Cypress Capital Group
Florida
$1.13M -$11.8K -190 -1%
Bessemer Group
394
Bessemer Group
New Jersey
$1.12M -$6.32K -102 -0.6%
TC
395
TownSquare Capital
Utah
$1.1M -$355K -5,732 -24%
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$1.09M +$4.46K +72 +0.4%
MPPW
397
Mitchell & Pahl Private Wealth
Oklahoma
$1.09M -$10.8K -175 -1%
USAA
398
United Services Automobile Association
Texas
$1.09M – – –
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$3.65K +59 +0.3%
GVAG
400
Great Valley Advisor Group
Delaware
$1.08M +$322K +5,209 +43%
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16
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