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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 %
BP
626
Ballentine Partners
Massachusetts
$330K +$34.5K +512 +12%
PAM
627
Peak Asset Management
Colorado
$330K +$9.24K +137 +3%
ACM
628
Acrisure Capital Management
Texas
$329K +$329K +4,881 New
BG
629
Benedetti & Gucer
Georgia
$329K +$329K +4,873 New
MA
630
Montag & Associates
Georgia
$328K – – –
CAMG
631
CWA Asset Management Group
Florida
$327K +$5.94K +88 +2%
SIM
632
Stratos Investment Management
Ohio
$326K +$326K +4,839 New
WA
633
Wealth Alliance
New York
$326K +$6.34K +94 +2%
TPCW
634
TD Private Client Wealth
New York
$321K -$49.8K -739 -13%
IA
635
IFP Advisors
Florida
$316K -$124K -4,425 -28%
IB
636
Intrust Bank
Kansas
$315K +$22.4K +332 +8%
FCP
637
Fidelis Capital Partners
Florida
$311K +$311K +4,466 New
CI
638
Conning Inc
Connecticut
$309K -$2.9K -43 -0.9%
LNC
639
Lincoln National Corp
Pennsylvania
$309K -$11.8K -175 -4%
LFAS
640
Level Four Advisory Services
Texas
$308K +$31.6K +468 +11%
DWM
641
Destination Wealth Management
California
$307K -$877 -13 -0.3%
SAF
642
Smith Anglin Financial
Texas
$306K +$2.16K +32 +0.7%
SSB
643
Sandy Spring Bank
Maryland
$306K +$16.1K +238 +6%
LA
644
Lifeworks Advisors
Michigan
$304K -$10.1K -150 -3%
LFG
645
Leverty Financial Group
Wisconsin
$304K +$4.72K +70 +2%
GHAM
646
Gilman Hill Asset Management
Connecticut
$303K +$6.74K +100 +2%
LSPW
647
Lake Street Private Wealth
Illinois
$302K +$17K +252 +6%
FHA
648
First Horizon Advisors
Tennessee
$301K -$3.57K -53 -1%
CL
649
Choreo LLC
Illinois
$300K -$3.37K -50 -1%
QFA
650
Quantum Financial Advisors
California
$300K – – –
24 25
26
27 28