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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 %
HT
601
Heritage Trust
Oklahoma
$355K -$337 -5 -0.1%
LFG
602
Larson Financial Group
Missouri
$355K +$472 +7 +0.1%
BPWM
603
Badgley Phelps Wealth Managers
Washington
$354K +$26.4K +392 +8%
Bessemer Group
604
Bessemer Group
New Jersey
$353K +$11.5K +170 +3%
RSVP
605
Ramsay Stattman Vela & Price
Colorado
$353K – – –
CWP
606
Concord Wealth Partners
Virginia
$350K +$104K +1,544 +42%
ACM
607
AlphaStar Capital Management
North Carolina
$348K – – –
RWP
608
RWA Wealth Partners
Massachusetts
$347K +$8.57K +127 +3%
HL
609
HeadInvest LLC
Maine
$345K – – –
WFI
610
West Family Investments
California
$345K -$282K -4,184 -45%
TAM
611
Trillium Asset Management
Massachusetts
$344K -$96.5K -1,382 -22%
TWA
612
TCI Wealth Advisors
Arizona
$344K +$55.2K +818 +19%
WA
613
Wealthstar Advisors
Texas
$340K – – –
NPPM
614
North Point Portfolio Managers
Ohio
$340K -$3.91K -58 -1%
CRWM
615
Castle Rock Wealth Management
California
$340K – – –
WJWM
616
Williams Jones Wealth Management
New York
$338K -$6.74K -100 -2%
CWM
617
Chesapeake Wealth Management
Virginia
$335K -$41.9K -621 -11%
KWM
618
Kingsview Wealth Management
Oregon
$334K +$24.3K +361 +8%
JIC
619
Johnson Investment Counsel
Ohio
$333K +$333K +4,944 New
CG
620
Caprock Group
Idaho
$333K +$39.6K +582 +13%
DI
621
DFPG Investments
Utah
$332K +$332K +4,927 New
VT
622
Vise Technologies
New York
$331K +$121K +1,793 +57%
AC
623
Abbrea Capital
California
$331K – – –
LIM
624
Leavell Investment Management
Alabama
$330K – – –
UB
625
UMB Bank
Missouri
$330K -$11.1K -165 -3%
23 24
25
26 27