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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 %
DAS
401
Dynamic Advisor Solutions
Arizona
$938K +$77.4K +1,147 +9%
NC
402
NovaPoint Capital
Georgia
$937K +$207K +3,073 +28%
DC
403
DeDora Capital
California
$934K +$13.7K +203 +1%
CG
404
Corundum Group
Colorado
$924K +$471K +6,977 +104%
PI
405
PEAK6 Investments
Illinois
$923K -$767K -11,375 -45%
DP
406
Dearborn Partners
Illinois
$917K -$65.4K -970 -7%
AG
407
AIA Group
Hong Kong
$901K -$121K -1,794 -12%
MGWM
408
Marks Group Wealth Management
Minnesota
$900K – – –
ANB
409
Amarillo National Bank
Texas
$894K -$2.97K -44 -0.3%
CCM
410
Carlson Capital Management
Minnesota
$890K -$207K -3,065 -19%
FHB
411
First Hawaiian Bank
Hawaii
$886K +$41.3K +612 +5%
GVAG
412
Great Valley Advisor Group
Delaware
$883K +$1.08K +16 +0.1%
Holocene Advisors
413
Holocene Advisors
New York
$883K -$168K -2,486 -16%
BB
414
Bell Bank
North Dakota
$882K -$17.4K -258 -2%
DWT
415
Dorsey & Whitney Trust
South Dakota
$880K +$4.72K +70 +0.5%
VWM
416
Venturi Wealth Management
Texas
$877K -$35.9K -533 -4%
GRP
417
Global Retirement Partners
California
$875K -$28.4K -414 -3%
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
$874K +$874K +12,957 New
FWM
419
Finer Wealth Management
Massachusetts
$860K – – –
FT
420
Fiduciary Trust
Massachusetts
$832K +$207K +3,076 +33%
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$819K +$101K +1,500 +14%
GT
422
Greenleaf Trust
Michigan
$814K -$731K -10,834 -47%
IC
423
IEQ Capital
California
$814K +$174K +2,586 +27%
TWM
424
Tradition Wealth Management
Minnesota
$810K +$62K +919 +8%
CT
425
Coastline Trust
Rhode Island
$808K – – –
15 16
17
18 19