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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 %
BMSSC
476
B. Metzler seel. Sohn & Co
Germany
$672K – – –
BRWA
477
B. Riley Wealth Advisors
Florida
$669K +$50.1K +802 +8%
SSWM
478
Sheets Smith Wealth Management
North Carolina
$656K -$51.4K -830 -7%
SAG
479
SageView Advisory Group
California
$655K +$655K +10,958 New
MFWP
480
Mosaic Family Wealth Partners
Missouri
$650K +$1.55K +25 +0.2%
KPWS
481
Kestra Private Wealth Services
Texas
$647K +$176K +2,850 +38%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$642K -$768K -12,406 -54%
DP
483
Dearborn Partners
Illinois
$636K -$65.1K -1,051 -9%
SC
484
Syon Capital
California
$635K +$635K +10,252 New
VCA
485
Verdence Capital Advisors
Maryland
$630K +$630K +10,182 New
ATC
486
Argent Trust Co
Tennessee
$629K +$82.3K +1,329 +15%
QCM
487
Qsemble Capital Management
New York
$624K +$624K +10,085 New
FNBTCON
488
First National Bank & Trust Co of Newtown
Pennsylvania
$622K -$3.1K -50 -0.5%
IGWM
489
ICA Group Wealth Management
Colorado
$621K +$87.7K +1,416 +16%
ACA
490
Aptus Capital Advisors
Alabama
$619K -$28K -452 -4%
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$618K -$6.93K -112 -1%
VI
492
Versor Investments
New York
$616K +$66.1K +1,067 +12%
FHB
493
First Hawaiian Bank
Hawaii
$613K +$991 +16 +0.2%
CBA
494
Coastal Bridge Advisors
Connecticut
$610K -$359K -5,800 -37%
HI
495
Horizon Investments
North Carolina
$606K +$150K +2,425 +33%
Brown Advisory
496
Brown Advisory
Maryland
$604K +$45.6K +736 +8%
ECM
497
Everence Capital Management
Indiana
$603K – – –
ASN
498
Advisory Services Network
Georgia
$603K +$33.7K +545 +6%
IAIM
499
International Assets Investment Management
Florida
$601K -$1.23M -19,805 -67%
FTDI
500
First Trust Direct Indexing
Massachusetts
$593K +$205K +3,312 +53%
18 19
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