XEL icon

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 %
CPIG
601
Chicago Partners Investment Group
Illinois
$364K +$12.9K +222 +4%
HBT
602
Hills Bank & Trust
Iowa
$359K +$37.1K +600 +12%
TA
603
Townsend & Associates
Colorado
$358K +$349 +6 +0.1%
AIMC
604
Alley Investment Management Company
Illinois
$356K – – –
SF
605
Synovus Financial
Georgia
$354K -$184K -2,976 -34%
CI
606
CX Institutional
Indiana
$353K -$9.78K -158 -3%
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$352K – – –
CG
608
Corundum Group
Colorado
$352K +$19.6K +316 +6%
FCFC
609
First Commonwealth Financial Corp
Pennsylvania
$351K -$107K -1,735 -23%
PA
610
Parallel Advisors
California
$351K +$32.4K +524 +10%
DTL
611
Dynamic Technology Lab
Singapore
$350K +$350K +5,660 New
LSAG
612
Lake Street Advisors Group
New Hampshire
$348K +$348K +5,577 New
MHR
613
Matthew Hamilton Rosenberg
$344K -$67.7K -1,094 -16%
CGL
614
Clarius Group LLC
Washington
$343K +$56.5K +912 +20%
CIA
615
Capital Investment Advisors
Georgia
$342K -$5.51K -89 -2%
RA
616
RFG Advisory
Alabama
$342K -$1.86K -30 -0.5%
EFM
617
E Fund Management
China
$340K -$35.4K -571 -9%
GBT
618
Grove Bank & Trust
Florida
$339K +$246K +3,981 +266%
AC
619
Avestar Capital
New York
$339K +$45.5K +729 +16%
VVP
620
Venture Visionary Partners
Ohio
$338K +$13K +210 +4%
NIM
621
Nicollet Investment Management
Minnesota
$338K -$40.2K -650 -11%
LFAS
622
Level Four Advisory Services
Texas
$336K -$50.8K -821 -13%
JHP
623
James Hambro & Partners
United Kingdom
$334K – – –
RFN
624
RDA Financial Network
Iowa
$334K – – –
WPC
625
Wedmont Private Capital
Pennsylvania
$333K +$333K +5,238 New
23 24
25
26 27