XEL icon

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 %
AWS
526
Atria Wealth Solutions
New York
$509K -$99.9K -1,613 -16%
PCM
527
Parsons Capital Management
Rhode Island
$509K -$12.4K -200 -2%
CK
528
Cohen Klingenstein
New York
$501K – – –
SW
529
SVB Wealth
Massachusetts
$495K +$171K +2,761 +53%
FAIM
530
Financial Advocates Investment Management
Washington
$495K +$495K +7,988 New
RAG
531
RIA Advisory Group
Iowa
$494K +$494K +4,864 New
VA
532
Vident Advisory
Georgia
$492K -$18.9K -305 -4%
GS
533
GTS Securities
New York
$489K +$65.4K +1,057 +15%
BFS
534
Bradley Foster & Sargent
Connecticut
$484K +$1.8K +29 +0.4%
BIA
535
Bigelow Investment Advisors
Maine
$483K -$45.4K -734 -9%
ClearBridge Investments
536
ClearBridge Investments
New York
$483K +$483K +7,801 New
LFA
537
Laraway Financial Advisors
Minnesota
$482K +$619 +10 +0.1%
FFA
538
First Foundation Advisors
California
$479K -$618K -9,989 -56%
SLI
539
Sumitomo Life Insurance
Japan
$477K -$2.54K -41 -0.5%
AIMCA
540
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$477K – – –
SWA
541
SFMG Wealth Advisors
Texas
$475K -$248 -4 -0.1%
ACP
542
Aveo Capital Partners
Colorado
$470K +$2.04K +33 +0.4%
CG
543
Caprock Group
Idaho
$469K +$141K +2,254 +43%
FCM
544
Fourpath Capital Management
Oklahoma
$469K +$469K +7,576 New
RAM
545
Ramirez Asset Management
New York
$467K – – –
AF
546
Allworth Financial
California
$467K -$8.36K -135 -2%
QCG
547
Quadrant Capital Group
Ohio
$466K +$126K +2,042 +37%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$465K – – –
TPI
549
Trust Point Inc
Wisconsin
$462K +$462K +7,455 New
GI
550
GAMMA Investing
California
$459K +$459K +7,674 New
20 21
22
23 24