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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 %
LCM
551
Lewis Capital Management
California
$425K – – –
FNA
552
First National Advisers
Nebraska
$425K +$31.6K +469 +8%
CWP
553
CFM Wealth Partners
Texas
$425K – – –
JCIA
554
Jackson Creek Investment Advisors
Colorado
$422K – – –
IAA
555
Independent Advisor Alliance
North Carolina
$419K +$419K +6,214 New
ISWM
556
Independent Solutions Wealth Management
New York
$418K -$43.5K -645 -9%
CFGS
557
Concourse Financial Group Securities
Alabama
$418K +$6.05K +89 +1%
SWP
558
Stratos Wealth Partners
Ohio
$417K -$104K -1,536 -20%
NIM
559
Nicollet Investment Management
Minnesota
$415K – – –
IWM
560
Integris Wealth Management
California
$414K +$2.56K +38 +0.6%
GWSG
561
GPS Wealth Strategies Group
Colorado
$412K +$412K +6,105 New
ONB
562
Old National Bancorp
Indiana
$411K -$354K -5,247 -46%
SFS
563
Sowell Financial Services
Arkansas
$411K +$411K +6,095 New
Jones Financial Companies
564
Jones Financial Companies
Missouri
$411K +$194K +2,882 +90%
BCM
565
Brookstone Capital Management
Illinois
$411K +$34.3K +488 +9%
GIM
566
Goelzer Investment Management
Indiana
$408K -$13.5K -200 -3%
OIA
567
OneDigital Investment Advisors
Kansas
$404K +$43.8K +650 +12%
KA
568
Kozak & Associates
Colorado
$404K +$1.35K +20 +0.3%
SW
569
SVB Wealth
Massachusetts
$403K -$64K -949 -14%
PCS
570
Personal CFO Solutions
New Jersey
$403K +$9.04K +134 +2%
EFM
571
E Fund Management
China
$399K -$24.5K -364 -6%
SFA
572
Sequoia Financial Advisors
Ohio
$399K +$18K +267 +5%
HIM
573
Harbour Investment Management
Washington
$397K – – –
CWM
574
CCG Wealth Management
California
$397K – – –
MM
575
MQS Management
New York
$394K +$394K +5,842 New
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