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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 %
SIC
626
Samalin Investment Counsel
New York
$272K +$973 +17 +0.4%
FHA
627
First Horizon Advisors
Tennessee
$271K +$16K +280 +6%
MA
628
Mutual Advisors
Nebraska
$271K +$65.9K +1,152 +32%
AC
629
Avestar Capital
New York
$269K +$17.5K +305 +7%
MG
630
Meritage Group
California
$268K +$69.3K +1,210 +35%
WG
631
Welch Group
Alabama
$266K -$191K -3,340 -42%
VSQM
632
V-Square Quantitative Management
Illinois
$265K +$194K +3,382 +269%
CGL
633
Clarius Group LLC
Washington
$265K -$128K -2,236 -33%
PP
634
PrairieView Partners
Minnesota
$264K -$43.5K -761 -14%
SAF
635
Smith Anglin Financial
Texas
$263K +$2.06K +36 +0.8%
HL
636
HeadInvest LLC
Maine
$262K – – –
DWM
637
Destination Wealth Management
California
$261K – – –
CL
638
Choreo LLC
Illinois
$260K +$3.32K +58 +1%
SI
639
Stephens Inc
Arkansas
$259K +$71.4K +1,248 +38%
FGA
640
Fortis Group Advisors
New Jersey
$258K +$15.8K +235 +7%
GHAM
641
Gilman Hill Asset Management
Connecticut
$257K – – –
MGIA
642
Moneta Group Investment Advisors
Missouri
$257K +$61.9K +1,081 +32%
QFA
643
Quantum Financial Advisors
California
$254K – – –
LFG
644
Leverty Financial Group
Wisconsin
$254K +$57 +1 +0%
TL
645
Tradewinds LLC
North Carolina
$252K -$4.63K -81 -2%
ICG
646
InterOcean Capital Group
Tennessee
$252K -$2.46K -43 -1%
SSB
647
Sandy Spring Bank
Maryland
$252K -$8.87K -155 -3%
Jones Financial Companies
648
Jones Financial Companies
Missouri
$251K -$916 -16 -0.4%
SCA
649
Snowden Capital Advisors
New York
$249K +$249K +4,356 New
ECM
650
Evergreen Capital Management
Washington
$249K -$90.8K -1,572 -27%
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