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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 %
AF
526
Affiance Financial
Minnesota
$474K -$12.9K -191 -3%
IMCOOI
527
Investment Management Corp of Ontario (IMCO)
Canada
$468K – – –
FTDI
528
First Trust Direct Indexing
Massachusetts
$464K -$13.1K -194 -3%
ATC
529
Argent Trust Co
Tennessee
$463K -$607 -9 -0.1%
BHWM
530
Bar Harbor Wealth Management
New Hampshire
$461K – – –
CAG
531
Csenge Advisory Group
Florida
$454K +$133K +1,977 +42%
PCI
532
Planning Center Inc
Illinois
$454K – – –
OSNBOA
533
Old Second National Bank of Aurora
Illinois
$452K – – –
VF
534
Virtu Financial
New York
$449K +$449K +6,657 New
HI
535
Horizon Investments
North Carolina
$448K -$254K -3,760 -36%
FMAEN1
536
Fund Management at Engine No 1
California
$447K +$40.9K +606 +10%
CI
537
Cigna Investments
Connecticut
$447K -$10.3K -153 -2%
HVIA
538
Hudson Valley Investment Advisors
New York
$442K – – –
MHR
539
Matthew Hamilton Rosenberg
$442K -$40.8K -605 -8%
BA
540
Ballast Advisors
Minnesota
$441K +$29K +430 +7%
PFO
541
Pathstone Family Office
New Jersey
$438K -$1.22M -18,017 -74%
CPIG
542
Chicago Partners Investment Group
Illinois
$437K -$355 -5 -0.1%
CGL
543
Clarius Group LLC
Washington
$436K -$4.99K -74 -1%
AS
544
Altshuler Shaham
Israel
$436K -$36.5K -541 -8%
BTI
545
Blue Trust Inc
Georgia
$432K +$69.7K +995 +19%
DCM
546
Donaldson Capital Management
Indiana
$431K – – –
DCM
547
Dupont Capital Management
Delaware
$430K +$285K +4,230 +197%
TA
548
Townsend & Associates
Colorado
$428K +$350 +5 +0.1%
SM
549
STF Management
Texas
$427K +$181K +2,682 +73%
QI
550
Qtron Investments
Massachusetts
$426K +$426K +6,323 New
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