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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 %
SYBT
501
Stock Yards Bank & Trust
Kentucky
$473K -$5.55K -97 -1%
VA
502
Vident Advisory
Georgia
$473K +$473K +8,258 New
PI
503
PFG Investments
New York
$470K +$470K +8,206 New
CK
504
Cohen Klingenstein
New York
$463K – – –
CRC
505
Curi RMB Capital
Illinois
$463K +$463K +8,086 New
MPPLM
506
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$457K +$22.6K +395 +5%
FMAEN1
507
Fund Management at Engine No 1
California
$451K +$41K +717 +10%
GWP
508
Gateway Wealth Partners
Wisconsin
$445K +$6.58K +115 +1%
LFA
509
Laraway Financial Advisors
Minnesota
$445K -$80.6K -1,409 -15%
SLI
510
Sumitomo Life Insurance
Japan
$444K -$18.8K -328 -4%
AIMCA
511
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$441K – – –
SWA
512
SFMG Wealth Advisors
Texas
$439K +$286 +5 +0.1%
AF
513
Allworth Financial
California
$439K +$15.2K +265 +4%
CCA
514
Checchi Capital Advisers
California
$435K +$8.53K +149 +2%
KPWS
515
Kestra Private Wealth Services
Texas
$434K +$69.1K +1,208 +19%
ACP
516
Aveo Capital Partners
Colorado
$433K -$7.04K -123 -2%
RAM
517
Ramirez Asset Management
New York
$432K +$432K +7,550 New
ACM
518
Alethea Capital Management
Washington
$431K +$431K +7,524 New
ISL
519
Ingalls & Snyder LLC
New York
$429K – – –
FCFC
520
First Commonwealth Financial Corp
Pennsylvania
$424K -$2.92K -51 -0.7%
HI
521
Horizon Investments
North Carolina
$421K +$5.84K +102 +1%
RBC
522
Romano Brothers & Co
Illinois
$418K -$3.61K -63 -0.9%
AWS
523
Aspen Wealth Strategies
Colorado
$418K – – –
CC
524
Centiva Capital
New York
$415K +$415K +7,255 New
IFU
525
iSAM Funds (UK)
United Kingdom
$414K +$414K +7,243 New
19 20
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