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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 %
MML Investors Services
451
MML Investors Services
Massachusetts
$703K -$203K -3,013 -22%
Wellington Management Group
452
Wellington Management Group
Massachusetts
$693K +$86.3K +1,280 +14%
SHFA
453
SC&H Financial Advisors
Maryland
$689K +$34.5K +511 +5%
FNBTCON
454
First National Bank & Trust Co of Newtown
Pennsylvania
$681K – – –
FIA
455
Foundations Investment Advisors
Arizona
$676K -$150K -2,231 -18%
IWM
456
IHT Wealth Management
Illinois
$675K +$154K +2,286 +30%
TMAM
457
Tokio Marine Asset Management
Japan
$664K +$91K +1,349 +16%
SC
458
Savant Capital
Illinois
$658K +$7.28K +108 +1%
PA
459
Procyon Advisors
Connecticut
$656K +$656K +9,726 New
OBGC
460
O'Brien Greene & Co
Pennsylvania
$645K – – –
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$645K +$337 +5 +0.1%
BRWA
462
B. Riley Wealth Advisors
Florida
$643K -$8.43K -124 -1%
PFS
463
Prospera Financial Services
Texas
$639K -$113K -1,674 -15%
MNBTD
464
Moody National Bank Trust Division
Texas
$638K – – –
BMSSC
465
B. Metzler seel. Sohn & Co
Germany
$635K -$217K -3,217 -25%
CA
466
Cetera Advisors
Colorado
$634K +$4.38K +65 +0.7%
Lido Advisors
467
Lido Advisors
California
$632K +$632K +9,372 New
PWM
468
Perigon Wealth Management
California
$632K +$16K +237 +3%
GCP
469
Garda Capital Partners
Minnesota
$631K +$631K +9,355 New
LFA
470
Laraway Financial Advisors
Minnesota
$619K +$539 +8 +0.1%
MC
471
Moors & Cabot
Massachusetts
$618K -$3.17K -47 -0.5%
GIA
472
Gateway Investment Advisers
Ohio
$618K -$13.6K -201 -2%
BFG
473
Bleakley Financial Group
New Jersey
$615K +$48.6K +721 +9%
CAM
474
Carret Asset Management
New York
$613K -$46.9K -696 -7%
WEG
475
World Equity Group
Illinois
$610K +$610K +6,136 New
17 18
19
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