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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 %
SHFA
476
SC&H Financial Advisors
Maryland
$528K -$13.7K -240 -3%
ASN
477
Advisory Services Network
Georgia
$526K +$5.72K +100 +1%
MC
478
Moors & Cabot
Massachusetts
$526K +$17.1K +298 +3%
FNBT
479
FineMark National Bank & Trust
Florida
$523K +$18.3K +320 +4%
Brown Advisory
480
Brown Advisory
Maryland
$516K -$56.3K -984 -10%
SM
481
STF Management
Texas
$515K +$317K +5,532 +159%
Wellington Management Group
482
Wellington Management Group
Massachusetts
$515K – – –
KFA
483
Krane Funds Advisors
New York
$510K +$60.7K +1,061 +14%
VI
484
Versor Investments
New York
$509K +$509K +8,889 New
ATC
485
Argent Trust Co
Tennessee
$505K +$46.3K +810 +10%
MNBTD
486
Moody National Bank Trust Division
Texas
$503K -$38.4K -671 -7%
CAM
487
Carret Asset Management
New York
$503K -$5.72K -100 -1%
BOH
488
Bank of Hawaii
Hawaii
$500K +$286K +5,000 +134%
SF
489
Synovus Financial
Georgia
$498K +$257K +4,500 +107%
WA
490
Wambolt & Associates
Colorado
$497K -$44.9K -816 -8%
OC
491
Oarsman Capital
Wisconsin
$496K – – –
SCA
492
Stonebridge Capital Advisors
Minnesota
$493K -$6.92K -121 -1%
IGWM
493
ICA Group Wealth Management
Colorado
$493K +$801 +14 +0.2%
BIA
494
Bigelow Investment Advisors
Maine
$488K -$4.58K -80 -0.9%
CTC
495
Central Trust Company
Missouri
$486K -$1.14K -20 -0.2%
BFS
496
Bradley Foster & Sargent
Connecticut
$484K – – –
PCM
497
Parsons Capital Management
Rhode Island
$481K +$8.59K +150 +2%
Aviva
498
Aviva
United Kingdom
$478K – – –
FA
499
Fiduciary Alliance
South Carolina
$475K – – –
LWCFA
500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$474K -$268K -4,382 -36%
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