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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
+$466M
2
Bank of America
Bank of America
North Carolina
+$153M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$137M
5
Cohen & Steers
Cohen & Steers
New York
+$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$196M
2
Capital International Investors
Capital International Investors
California
-$130M
3
Deutsche Bank
Deutsche Bank
Germany
-$99.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$77.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
426
Capital Advisory Group Advisory Services
Minnesota
$807K +$13.4K +198 +2%
USAA
427
United Services Automobile Association
Texas
$803K -$347K -5,149 -30%
KA
428
KLCM Advisors
Wisconsin
$799K – – –
BFEC
429
Benjamin F. Edwards & Company
Missouri
$797K +$71.8K +1,064 +10%
UCFA
430
United Capital Financial Advisors
Texas
$795K -$592K -8,780 -43%
KC
431
Kenfarb & Co
Kentucky
$785K -$84.3K -1,250 -10%
TIM
432
Thompson Investment Management
Wisconsin
$782K +$13.5K +200 +2%
AMG
433
Advisors Management Group
Wisconsin
$781K -$50.8K -754 -6%
CWM
434
Chronos Wealth Management
Florida
$775K – – –
IFU
435
iSAM Funds (UK)
United Kingdom
$771K +$771K +11,431 New
SSWM
436
Sheets Smith Wealth Management
North Carolina
$771K -$152K -2,250 -16%
CFA
437
Cahill Financial Advisors
Minnesota
$769K +$71K +1,053 +10%
BFS
438
Bard Financial Services
Connecticut
$767K – – –
EA
439
Emerald Advisors
Washington
$767K – – –
OPA
440
Old Port Advisors
Maine
$756K -$44K -620 -6%
CWM
441
Catalyst Wealth Management
Georgia
$752K +$166K +2,467 +28%
TI
442
Tidal Investments
Wisconsin
$750K +$8.02K +119 +1%
Federated Hermes
443
Federated Hermes
Pennsylvania
$742K -$60.3K -894 -8%
WA
444
Wambolt & Associates
Colorado
$733K -$39.2K -581 -5%
BPC
445
Banque Pictet & Cie
Switzerland
$721K -$650K -9,643 -47%
SI
446
Shaker Investments
Ohio
$720K +$8.3K +123 +1%
GI
447
Gradient Investments
Minnesota
$713K +$2.43K +36 +0.3%
ETC
448
Exchange Traded Concepts
Oklahoma
$707K +$57.9K +859 +9%
MFWP
449
Mosaic Family Wealth Partners
Missouri
$707K – – –
Brown Advisory
450
Brown Advisory
Maryland
$706K +$53.3K +790 +8%
16 17
18
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