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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 %
FCFC
501
First Commonwealth Financial Corp
Pennsylvania
$543K – – –
Aviva
502
Aviva
United Kingdom
$540K – – –
WG
503
Welch Group
Alabama
$539K – – –
JF
504
JSF Financial
California
$539K -$37K -548 -6%
GWP
505
Gateway Wealth Partners
Wisconsin
$538K +$337 +5 +0.1%
KFA
506
Krane Funds Advisors
New York
$535K +$8.66K +122 +2%
KIA
507
KCM Investment Advisors
California
$530K -$23.8K -353 -4%
FRA
508
Front Row Advisors
California
$525K – – –
RBC
509
Romano Brothers & Co
Illinois
$524K +$6.74K +100 +1%
BFS
510
Bradley Foster & Sargent
Connecticut
$521K – – –
CCA
511
Checchi Capital Advisers
California
$519K -$2.77K -41 -0.5%
AIMCA
512
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$519K -$10.1M -149,245 -95%
CM
513
Capula Management
Cayman Islands
$518K +$518K +7,682 New
TWI
514
Thomas White International
Illinois
$513K +$2.7K +40 +0.5%
ISL
515
Ingalls & Snyder LLC
New York
$506K +$103K +1,523 +25%
AWS
516
Aspen Wealth Strategies
Colorado
$493K -$15K -222 -3%
SWM
517
Spire Wealth Management
Virginia
$488K -$2.91M -43,128 -86%
BTWM
518
Baker Tilly Wealth Management
Wisconsin
$486K -$6.88K -102 -1%
SFG
519
SNS Financial Group
Minnesota
$486K -$25.2K -371 -5%
PTC
520
Petrus Trust Company
Texas
$484K +$484K +7,176 New
AF
521
Allworth Financial
California
$482K +$71K +1,053 +17%
HWM
522
HighMark Wealth Management
Minnesota
$481K +$135 +2 +0%
MPPLM
523
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$481K +$14.7K +218 +3%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$479K -$2.02K -30 -0.4%
SP
525
Symmetry Partners
Connecticut
$478K – – –
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