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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 %
DPAM
426
Degroof Petercam Asset Management
Belgium
$929K +$929K +15,000 New
QIM
427
Quantitative Investment Management
Virginia
$922K +$922K +14,897 New
S
428
SignatureFD
Georgia
$905K +$214K +3,457 +31%
PS
429
Principal Securities
Iowa
$896K +$896K +14,465 New
FFP
430
FourThought Financial Partners
Florida
$892K -$162K -2,615 -15%
GFA
431
Gallagher Fiduciary Advisors
Illinois
$890K -$35K -566 -4%
SWM
432
Scissortail Wealth Management
Oklahoma
$883K +$654K +10,958 +285%
AAP
433
Arax Advisory Partners
Colorado
$867K -$14.3K -231 -2%
TIAA Trust, National Association
434
TIAA Trust, National Association
North Carolina
$849K -$44.6K -720 -5%
IWC
435
Integrated Wealth Concepts
Massachusetts
$842K +$78.2K +1,263 +10%
AG
436
Advocate Group
Minnesota
$825K -$8.23K -133 -1%
WA
437
Wealth Alliance
New York
$824K +$388K +6,262 +89%
Two Sigma Investments
438
Two Sigma Investments
New York
$823K -$50.1M -809,073 -98%
BB
439
Bell Bank
North Dakota
$810K -$73.5K -1,187 -8%
IWM
440
IHT Wealth Management
Illinois
$809K +$32.3K +522 +4%
SPC
441
Sigma Planning Corp
Michigan
$797K -$262K -4,230 -25%
KA
442
KLCM Advisors
Wisconsin
$795K -$41K -663 -5%
ECU
443
Eisler Capital (UK)
United Kingdom
$792K +$792K +12,787 New
FWM
444
Finer Wealth Management
Massachusetts
$789K – – –
Simplex Trading
445
Simplex Trading
Illinois
$777K -$79.4K -1,284 -9%
GAM
446
Gotham Asset Management
New York
$769K +$420K +6,791 +121%
PCA
447
Pallas Capital Advisors
Massachusetts
$755K +$3.65K +59 +0.5%
AMG
448
Advisors Management Group
Wisconsin
$752K +$32.9K +531 +5%
CCM
449
Carlson Capital Management
Minnesota
$748K +$13.9K +224 +2%
SFA
450
Sequoia Financial Advisors
Ohio
$747K +$368K +5,936 +97%
16 17
18
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