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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 %
AIMC
576
Alley Investment Management Company
Illinois
$393K – – –
ZIM
577
Zacks Investment Management
Illinois
$393K +$48.6K +720 +14%
FNBSF
578
First National Bank Sioux Falls
South Dakota
$389K – – –
JMF
579
Johnson Midwest Financial
Iowa
$383K +$809 +12 +0.2%
FPWM
580
FSB Premier Wealth Management
Iowa
$382K – – –
RFN
581
RDA Financial Network
Iowa
$382K -$3.31K -49 -0.9%
CW
582
CreativeOne Wealth
Kansas
$380K -$116K -1,717 -23%
TSS
583
Two Sigma Securities
New York
$376K +$15.9K +236 +4%
PP
584
PrairieView Partners
Minnesota
$376K -$5.66K -84 -1%
NFG
585
Nations Financial Group
Iowa
$376K +$43.7K +648 +13%
CI
586
CX Institutional
Indiana
$374K +$60.9K +903 +19%
AWM
587
Avior Wealth Management
Nebraska
$374K +$8.5K +126 +2%
PTC
588
Private Trust Company
Ohio
$374K +$2.29K +34 +0.6%
CAM
589
Centre Asset Management
New York
$373K -$13.2K -196 -3%
RJT
590
Raymond James Trust
Florida
$373K +$117K +1,741 +46%
KPWS
591
Kestra Private Wealth Services
Texas
$368K +$38.2K +567 +12%
JHP
592
James Hambro & Partners
United Kingdom
$366K +$1.42K +21 +0.4%
AWM
593
Axxcess Wealth Management
California
$366K -$66.3K -983 -15%
FA
594
FDx Advisors
Illinois
$364K – – –
CIA
595
Capital Investment Advisors
Georgia
$362K +$809 +12 +0.2%
FIM
596
Freedom Investment Management
Connecticut
$360K +$61.1K +906 +20%
HBT
597
Hills Bank & Trust
Iowa
$360K +$674 +10 +0.2%
VVP
598
Venture Visionary Partners
Ohio
$360K +$26.8K +397 +8%
AFT
599
Alpha Family Trust
California
$359K -$17.5K -260 -5%
CAM
600
Cresset Asset Management
Illinois
$356K +$356K +5,268 New
22 23
24
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