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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 %
SPS
501
Susquehanna Portfolio Strategies
Pennsylvania
$590K +$590K +9,527 New
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$585K -$38.6K -623 -6%
OPA
503
Old Port Advisors
Maine
$584K -$44.6K -721 -7%
QI
504
Qtron Investments
Massachusetts
$583K – – –
Lido Advisors
505
Lido Advisors
California
$579K -$39.1K -626 -6%
SM
506
STF Management
Texas
$579K +$21.5K +347 +4%
FNBT
507
FineMark National Bank & Trust
Florida
$566K +$186 +3 +0%
GI
508
Gradient Investments
Minnesota
$565K -$32K -517 -5%
IB
509
Intrust Bank
Kansas
$562K +$128K +2,064 +29%
CIG
510
Cascade Investment Group
Colorado
$562K +$562K +9,080 New
BOH
511
Bank of Hawaii
Hawaii
$541K – – –
SHFA
512
SC&H Financial Advisors
Maryland
$535K -$35.4K -572 -6%
SCA
513
Stonebridge Capital Advisors
Minnesota
$534K +$310 +5 +0.1%
CAM
514
Carret Asset Management
New York
$532K -$12.4K -200 -2%
PAS
515
Park Avenue Securities
New York
$531K +$194K +3,136 +58%
TWP
516
Tyche Wealth Partners
Texas
$528K +$528K +8,529 New
OIA
517
OneDigital Investment Advisors
Kansas
$527K +$143K +2,309 +37%
MPPLM
518
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$524K +$29.8K +482 +6%
CTC
519
Central Trust Company
Missouri
$522K -$3.78K -61 -0.7%
CIA
520
Concurrent Investment Advisors
Florida
$521K +$521K +8,420 New
FLC
521
Fifth Lane Capital
Texas
$519K +$519K +8,378 New
Aviva
522
Aviva
United Kingdom
$517K – – –
MC
523
Moors & Cabot
Massachusetts
$516K -$52.4K -846 -9%
FA
524
Fiduciary Alliance
South Carolina
$514K – – –
OC
525
Oarsman Capital
Wisconsin
$512K -$24.8K -400 -5%
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