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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 %
FT
451
Fiduciary Trust
Massachusetts
$602K -$46.5K -813 -7%
B
452
Bailard
California
$601K +$601K +10,510 New
MFWP
453
Mosaic Family Wealth Partners
Missouri
$600K – – –
ACA
454
Aptus Capital Advisors
Alabama
$598K +$108K +1,882 +22%
TMAM
455
Tokio Marine Asset Management
Japan
$597K +$15.7K +274 +3%
OLVIG
456
Oliver Lagore Vanvalin Investment Group
Michigan
$597K +$596K +10,421 +148,871%
GRP
457
Global Retirement Partners
California
$594K -$141K -2,490 -19%
FIA
458
Foundations Investment Advisors
Arizona
$589K +$10.1K +176 +2%
CA
459
Cetera Advisors
Colorado
$589K +$73.2K +1,279 +14%
OPA
460
Old Port Advisors
Maine
$581K +$581K +10,153 New
FNBTCON
461
First National Bank & Trust Co of Newtown
Pennsylvania
$577K – – –
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$577K +$30.2K +527 +6%
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$576K +$188K +3,281 +48%
BRWA
464
B. Riley Wealth Advisors
Florida
$572K +$7.22K +125 +1%
IMCOOI
465
Investment Management Corp of Ontario (IMCO)
Canada
$569K +$172K +3,014 +43%
BMCM
466
Burns Matteson Capital Management
New York
$568K +$568K +9,934 New
Lido Advisors
467
Lido Advisors
California
$567K +$109K +1,903 +24%
FHB
468
First Hawaiian Bank
Hawaii
$566K +$6.92K +121 +1%
IAIM
469
International Assets Investment Management
Florida
$564K +$46.4K +2,430 +9%
AWS
470
Atria Wealth Solutions
New York
$563K +$60.2K +1,052 +12%
PFS
471
Prospera Financial Services
Texas
$560K +$33.5K +586 +6%
GI
472
Gradient Investments
Minnesota
$551K -$10.1K -176 -2%
SC
473
Savant Capital
Illinois
$548K -$38.2K -668 -7%
QI
474
Qtron Investments
Massachusetts
$539K – – –
WFI
475
West Family Investments
California
$533K +$46.2K +808 +10%
17 18
19
20 21