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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 %
CI
576
CX Institutional
Indiana
$336K +$35.1K +613 +12%
BA
577
Ballast Advisors
Minnesota
$335K -$33.5K -586 -9%
HT
578
Heritage Trust
Oklahoma
$333K -$1.49K -26 -0.4%
KA
579
Kure Advisory
Minnesota
$333K +$333K +5,814 New
FIM
580
Freedom Investment Management
Connecticut
$330K +$13K +228 +4%
AIMC
581
Alley Investment Management Company
Illinois
$329K – – –
JMF
582
Johnson Midwest Financial
Iowa
$326K +$744 +13 +0.2%
BHWM
583
Bar Harbor Wealth Management
New Hampshire
$326K -$27.4K -478 -8%
FPWM
584
FSB Premier Wealth Management
Iowa
$323K +$2.86K +50 +0.9%
BCM
585
Brookstone Capital Management
Illinois
$323K -$10.8K -183 -3%
GAM
586
Gotham Asset Management
New York
$322K +$322K +5,633 New
GWSG
587
GPS Wealth Strategies Group
Colorado
$322K -$70.7K -1,236 -18%
CIA
588
Capital Investment Advisors
Georgia
$322K +$14.1K +246 +5%
SF
589
Summit Financial
New Jersey
$321K -$14.2K -246 -4%
RA
590
RFG Advisory
Alabama
$317K +$973 +17 +0.3%
QCG
591
Quadrant Capital Group
Ohio
$314K +$94.3K +1,648 +43%
BPWM
592
Badgley Phelps Wealth Managers
Washington
$314K +$19.8K +346 +7%
GCP
593
GSA Capital Partners
United Kingdom
$313K +$313K +5,472 New
CAM
594
Centre Asset Management
New York
$312K -$4.29K -75 -1%
PAS
595
Park Avenue Securities
New York
$311K +$311K +5,439 New
AWM
596
Axxcess Wealth Management
California
$310K +$24.3K +424 +8%
JHP
597
James Hambro & Partners
United Kingdom
$309K – – –
RFN
598
RDA Financial Network
Iowa
$309K -$17.3K -302 -5%
AAS
599
Ameritas Advisory Services
Nebraska
$308K +$308K +5,335 New
AS
600
Altshuler Shaham
Israel
$307K +$36K +630 +13%
22 23
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