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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 %
Walleye Capital
401
Walleye Capital
New York
$885K +$885K +15,473 New
Cerity Partners
402
Cerity Partners
New York
$865K -$829K -14,379 -49%
GFA
403
Gallagher Fiduciary Advisors
Illinois
$855K +$36.4K +636 +4%
BSW
404
Buckingham Strategic Wealth
Missouri
$854K +$13.2K +231 +2%
CCM
405
Coldstream Capital Management
Washington
$829K +$319K +5,578 +63%
TI
406
Trexquant Investment
Connecticut
$826K -$2.8M -48,868 -77%
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$826K +$826K +14,436 New
NC
408
NovaPoint Capital
Georgia
$819K +$29.5K +515 +4%
TWM
409
Tradition Wealth Management
Minnesota
$818K +$146K +2,561 +22%
BB
410
Bell Bank
North Dakota
$816K – – –
AAP
411
Arax Advisory Partners
Colorado
$815K -$2.29K -40 -0.3%
Simplex Trading
412
Simplex Trading
Illinois
$792K -$837K -14,624 -51%
GT
413
Greenleaf Trust
Michigan
$784K +$69.6K +1,217 +10%
KA
414
KLCM Advisors
Wisconsin
$773K +$94.5K +1,652 +14%
TC
415
Toews Corporation
New Jersey
$772K +$772K +13,500 New
KWM
416
Kingsview Wealth Management
Oregon
$770K +$425K +7,421 +123%
AG
417
Advocate Group
Minnesota
$770K -$89.8K -1,569 -10%
AAS
418
Avantax Advisory Services
Texas
$749K -$114K -1,997 -13%
BP
419
Ballentine Partners
Massachusetts
$742K +$281K +4,917 +61%
TPCW
420
TD Private Client Wealth
New York
$734K +$466K +8,142 +174%
DWT
421
Dorsey & Whitney Trust
South Dakota
$730K -$1.72K -30 -0.2%
FWM
422
Finer Wealth Management
Massachusetts
$730K – – –
IWM
423
IHT Wealth Management
Illinois
$718K -$22.9K -400 -3%
PCA
424
Pallas Capital Advisors
Massachusetts
$713K +$713K +12,138 New
IWC
425
Integrated Wealth Concepts
Massachusetts
$706K +$68K +1,188 +11%
15 16
17
18 19