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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 %
PCIA
551
Prime Capital Investment Advisors
Kansas
$459K +$193K +3,116 +73%
AFT
552
Alpha Family Trust
California
$458K +$458K +7,390 New
AWS
553
Aspen Wealth Strategies
Colorado
$452K – – –
SI
554
Stephens Inc
Arkansas
$452K +$172K +2,775 +61%
RBC
555
Romano Brothers & Co
Illinois
$450K -$3.16K -51 -0.7%
LA
556
LBP AM
France
$449K -$3.16M -51,014 -88%
APM
557
Advanced Portfolio Management
New York
$448K +$448K +7,239 New
NS
558
NBC Securities
Alabama
$447K +$22.9K +370 +5%
PPC
559
Park Place Capital
Alabama
$429K +$259K +4,185 +153%
HWM
560
HighMark Wealth Management
Minnesota
$428K +$2.35K +38 +0.6%
CCA
561
Checchi Capital Advisers
California
$428K -$43.4K -701 -9%
IAS
562
Insigneo Advisory Services
Florida
$427K +$427K +6,844 New
AIA
563
Angeles Investment Advisors
California
$426K +$3.06K +49 +0.7%
SFG
564
SNS Financial Group
Minnesota
$426K -$18.5K -296 -4%
OBGC
565
O'Brien Greene & Co
Pennsylvania
$426K – – –
SWP
566
Stratos Wealth Partners
Ohio
$425K +$23.2K +375 +6%
AFS
567
Access Financial Services
Minnesota
$424K +$310 +5 +0.1%
MAS
568
Meeder Advisory Services
Ohio
$423K +$30.5K +492 +8%
MWM
569
Modern Wealth Management
Kansas
$419K +$419K +6,763 New
VFA
570
Valeo Financial Advisors
Indiana
$418K +$418K +6,756 New
AF
571
Affiance Financial
Minnesota
$418K -$24.1K -389 -5%
SOAMC
572
Spirit of America Management Corp
New York
$415K – – –
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$415K – – –
MIS
574
Morningstar Investment Services
Illinois
$414K +$414K +6,685 New
ECM
575
Evergreen Capital Management
Washington
$414K +$144K +2,312 +54%
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