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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 %
SCA
576
Snowden Capital Advisors
New York
$412K +$142K +2,296 +53%
TI
577
Truepoint Inc
Ohio
$410K +$34.1K +551 +9%
ISL
578
Ingalls & Snyder LLC
New York
$405K -$58.8K -950 -13%
CAMG
579
CWA Asset Management Group
Florida
$400K +$3.9K +63 +1%
KIA
580
KCM Investment Advisors
California
$397K – – –
FIM
581
Freedom Investment Management
Connecticut
$397K +$39.7K +642 +11%
LIM
582
Longfellow Investment Management
Massachusetts
$396K – – –
NFG
583
Northeast Financial Group
Pennsylvania
$392K +$392K +6,324 New
KA
584
Kure Advisory
Minnesota
$390K +$29.6K +478 +8%
EWA
585
EverSource Wealth Advisors
Alabama
$386K +$347K +5,602 +885%
PI
586
PFG Investments
New York
$384K -$124K -1,999 -24%
IAA
587
Independent Advisor Alliance
North Carolina
$384K +$186 +3 +0%
SYBT
588
Stock Yards Bank & Trust
Kentucky
$382K -$130K -2,098 -25%
BCM
589
Brookstone Capital Management
Illinois
$380K +$41.9K +676 +12%
WA
590
Wambolt & Associates
Colorado
$380K -$179K -2,897 -32%
SIM
591
Stratos Investment Management
Ohio
$379K -$21.4K -345 -5%
ONB
592
Old National Bancorp
Indiana
$377K – – –
SWM
593
Spire Wealth Management
Virginia
$377K -$36.3K -610 -9%
SAM
594
Smartleaf Asset Management
Massachusetts
$375K +$375K +6,056 New
GIM
595
Goelzer Investment Management
Indiana
$375K – – –
HT
596
Headlands Technologies
Illinois
$372K +$4.15K +67 +1%
IWM
597
Integris Wealth Management
California
$371K – – –
PCS
598
Personal CFO Solutions
New Jersey
$368K -$13.9K -224 -4%
CI
599
Cigna Investments
Connecticut
$368K +$4.03K +65 +1%
AC
600
AXQ Capital
New Jersey
$365K -$37.1K -600 -9%
22 23
24
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