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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 %
DC
476
Davenport & Co
Virginia
$606K +$4.65K +69 +0.8%
IWC
477
Integrated Wealth Concepts
Massachusetts
$599K +$599K +8,880 New
SCA
478
Stonebridge Capital Advisors
Minnesota
$599K -$6.47K -96 -1%
ASN
479
Advisory Services Network
Georgia
$599K +$13K +193 +2%
CTC
480
Central Trust Company
Missouri
$597K +$9.58K +142 +2%
SLI
481
Sumitomo Life Insurance
Japan
$596K -$6.67K -99 -1%
AWS
482
Atria Wealth Solutions
New York
$595K -$5.78K -85 -1%
FNBT
483
FineMark National Bank & Trust
Florida
$595K +$58.1K +861 +11%
BL
484
Balentine LLC
Georgia
$590K -$166K -2,455 -22%
OC
485
Oarsman Capital
Wisconsin
$585K – – –
BC
486
BIT Capital
Germany
$584K +$584K +8,659 New
MA
487
Mutual Advisors
Nebraska
$583K +$5.06K +75 +0.9%
CCM
488
Coldstream Capital Management
Washington
$578K -$50.9K -755 -8%
BIA
489
Bigelow Investment Advisors
Maine
$574K -$67 -1 -0%
AFS
490
Access Financial Services
Minnesota
$571K -$1.75K -26 -0.3%
HWM
491
HB Wealth Management
Georgia
$571K +$159K +2,363 +39%
S
492
SignatureFD
Georgia
$568K -$4.86K -72 -0.8%
SYBT
493
Stock Yards Bank & Trust
Kentucky
$567K -$29.6K -438 -5%
FA
494
Fiduciary Alliance
South Carolina
$560K +$259K +3,847 +86%
QCM
495
Qsemble Capital Management
New York
$560K +$560K +8,300 New
SWA
496
SFMG Wealth Advisors
Texas
$551K +$28.6K +424 +5%
CK
497
Cohen Klingenstein
New York
$546K – – –
PCM
498
Parsons Capital Management
Rhode Island
$546K +$337 +5 +0.1%
ACA
499
Aptus Capital Advisors
Alabama
$545K +$303K +4,452 +125%
MAS
500
Meeder Advisory Services
Ohio
$543K -$32.3K -479 -6%
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