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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 %
HWM
426
HB Wealth Management
Georgia
$697K +$200K +3,488 +40%
GVAG
427
Great Valley Advisor Group
Delaware
$696K -$25.4K -444 -4%
ANB
428
Amarillo National Bank
Texas
$696K -$71.2K -1,245 -9%
GM
429
GeoWealth Management
Illinois
$694K +$694K +12,123 New
GT
430
Glenmede Trust
Pennsylvania
$686K -$223K -3,903 -25%
CCM
431
Carlson Capital Management
Minnesota
$679K -$60.4K -1,055 -8%
CFA
432
Cahill Financial Advisors
Minnesota
$677K +$57 +1 +0%
MGWM
433
Marks Group Wealth Management
Minnesota
$668K – – –
CAGAS
434
Capital Advisory Group Advisory Services
Minnesota
$667K -$27.6K -483 -4%
AMG
435
Advisors Management Group
Wisconsin
$664K +$629 +11 +0.1%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$660K +$27.2K +475 +4%
EFS
437
Essex Financial Services
Connecticut
$658K +$658K +11,491 New
CWM
438
Chronos Wealth Management
Florida
$658K – – –
SSWM
439
Sheets Smith Wealth Management
North Carolina
$654K – – –
BFS
440
Bard Financial Services
Connecticut
$651K – – –
EA
441
Emerald Advisors
Washington
$650K – – –
CT
442
Coastline Trust
Rhode Island
$650K – – –
DP
443
Dearborn Partners
Illinois
$648K -$66.2K -1,157 -9%
KWA
444
Kingswood Wealth Advisors
California
$641K +$641K +11,210 New
N
445
Numerai
California
$641K +$641K +11,198 New
KC
446
Kenfarb & Co
Kentucky
$641K -$8.58K -150 -1%
S
447
SignatureFD
Georgia
$638K +$208K +3,634 +48%
TIM
448
Thompson Investment Management
Wisconsin
$624K – – –
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$621K +$82.5K +1,441 +15%
TSS
450
Two Sigma Securities
New York
$616K +$616K +10,760 New
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