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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 %
CG
601
Corundum Group
Colorado
$307K -$59.5K -1,039 -16%
CG
602
Caprock Group
Idaho
$305K +$13.2K +228 +5%
AWM
603
Avior Wealth Management
Nebraska
$303K -$40.3K -705 -12%
BTI
604
Blue Trust Inc
Georgia
$302K +$108K +1,736 +56%
Fayez Sarofim & Co
605
Fayez Sarofim & Co
Texas
$302K +$302K +5,272 New
VVP
606
Venture Visionary Partners
Ohio
$300K -$2.23K -39 -0.7%
UCFA
607
United Capital Financial Advisors
Texas
$300K -$76.6K -1,338 -20%
RSVP
608
Ramsay Stattman Vela & Price
Colorado
$299K – – –
SW
609
SVB Wealth
Massachusetts
$299K +$973 +17 +0.3%
NFG
610
Nations Financial Group
Iowa
$298K -$11.2K -196 -4%
TC
611
Trust Company
Kansas
$298K – – –
HBT
612
Hills Bank & Trust
Iowa
$297K -$572 -10 -0.2%
CWP
613
Concord Wealth Partners
Virginia
$297K – – –
PA
614
Parallel Advisors
California
$294K +$50.9K +890 +21%
FA
615
FDx Advisors
Illinois
$290K -$238K -4,165 -45%
MAM
616
Madison Asset Management
Wisconsin
$290K – – –
UB
617
UMB Bank
Missouri
$287K +$13.8K +241 +5%
RWP
618
RWA Wealth Partners
Massachusetts
$287K – – –
CFGS
619
Concourse Financial Group Securities
Alabama
$285K -$87.5K -1,516 -24%
CRWM
620
Castle Rock Wealth Management
California
$283K – – –
TAM
621
Trillium Asset Management
Massachusetts
$282K – – –
AC
622
Abbrea Capital
California
$281K – – –
WJWM
623
Williams Jones Wealth Management
New York
$281K -$5.38K -94 -2%
IPAM
624
ICICI Prudential Asset Management
India
$281K +$66.7K +1,165 +31%
MA
625
Montag & Associates
Georgia
$279K – – –
23 24
25
26 27