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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 %
SFG
526
SNS Financial Group
Minnesota
$411K -$1.33K -23 -0.3%
AF
527
Affiance Financial
Minnesota
$409K -$1.2K -21 -0.3%
EWA
528
EP Wealth Advisors
California
$403K +$352K +6,156 +692%
WA
529
Wealth Alliance
New York
$403K +$156K +2,719 +63%
TCA
530
Transcend Capital Advisors
New Jersey
$402K +$13.2K +231 +3%
IB
531
Intrust Bank
Kansas
$402K +$180K +3,145 +81%
SWM
532
Spire Wealth Management
Virginia
$397K +$2.8K +49 +0.7%
OBGC
533
O'Brien Greene & Co
Pennsylvania
$394K -$154K -2,685 -28%
HWM
534
HighMark Wealth Management
Minnesota
$393K -$15.3K -267 -4%
NS
535
NBC Securities
Alabama
$392K +$392K +6,861 New
AFS
536
Access Financial Services
Minnesota
$392K -$92.9K -1,624 -19%
GS
537
GTS Securities
New York
$392K +$392K +6,846 New
AIA
538
Angeles Investment Advisors
California
$391K +$391K +6,780 New
BFG
539
Bleakley Financial Group
New Jersey
$390K -$285K -4,987 -42%
SS
540
Simplicity Solutions
Minnesota
$390K -$284K -4,956 -42%
RJT
541
Raymond James Trust
Florida
$384K +$64K +1,118 +20%
SOAMC
542
Spirit of America Management Corp
New York
$383K +$28.6K +500 +8%
OSNBOA
543
Old Second National Bank of Aurora
Illinois
$383K – – –
MHR
544
Matthew Hamilton Rosenberg
$381K +$2K +35 +0.5%
FB
545
Fulton Bank
Pennsylvania
$372K +$174K +3,045 +88%
AC
546
AXQ Capital
New Jersey
$372K +$372K +6,500 New
SWP
547
Stratos Wealth Partners
Ohio
$371K -$37.3K -652 -9%
SIM
548
Stratos Investment Management
Ohio
$370K +$35K +612 +10%
KIA
549
KCM Investment Advisors
California
$367K -$54.5K -952 -13%
PCI
550
Planning Center Inc
Illinois
$366K – – –
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