XEL icon

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 %
CAMG
551
CWA Asset Management Group
Florida
$366K +$95.7K +1,672 +35%
LIM
552
Longfellow Investment Management
Massachusetts
$366K +$366K +6,399 New
MAS
553
Meeder Advisory Services
Ohio
$363K -$107K -1,862 -23%
FTDI
554
First Trust Direct Indexing
Massachusetts
$359K -$112K -1,957 -24%
LFAS
555
Level Four Advisory Services
Texas
$358K -$76.8K -1,343 -18%
TA
556
Townsend & Associates
Colorado
$358K +$350 +6 +0.1%
IAA
557
Independent Advisor Alliance
North Carolina
$355K -$4.29K -75 -1%
OIA
558
OneDigital Investment Advisors
Kansas
$355K -$52.2K -912 -13%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$354K +$354K +6,185 New
PCS
560
Personal CFO Solutions
New Jersey
$353K +$1.77K +31 +0.5%
LCM
561
Lewis Capital Management
California
$352K -$8.13K -142 -2%
SFA
562
Sequoia Financial Advisors
Ohio
$351K -$32.1K -561 -8%
NIM
563
Nicollet Investment Management
Minnesota
$350K -$2.4K -42 -0.7%
CPIG
564
Chicago Partners Investment Group
Illinois
$350K +$3.31K +57 +1%
ONB
565
Old National Bancorp
Indiana
$349K -$3.72K -65 -1%
KA
566
Kozak & Associates
Colorado
$349K +$4.07K +71 +1%
TI
567
Truepoint Inc
Ohio
$347K +$347K +6,067 New
EFM
568
E Fund Management
China
$347K +$51.7K +903 +17%
MPM
569
MBB Public Markets
Illinois
$347K +$347K +6,062 New
GIM
570
Goelzer Investment Management
Indiana
$346K – – –
CAG
571
Csenge Advisory Group
Florida
$345K -$33.9K -592 -9%
GCM
572
Graham Capital Management
Connecticut
$345K -$1.1M -19,288 -76%
IWM
573
Integris Wealth Management
California
$343K -$7.73K -135 -2%
HT
574
Headlands Technologies
Illinois
$340K +$340K +5,939 New
CI
575
Cigna Investments
Connecticut
$336K -$43.3K -757 -11%
21 22
23
24 25