XEL icon

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 %
AC
651
Avestar Capital
New York
$299K -$3.37K -50 -1%
EB
652
Eastern Bank
Massachusetts
$297K -$19.8K -293 -6%
WP
653
WealthSource Partners
California
$296K +$337 +5 +0.1%
PA
654
Parallel Advisors
California
$293K -$7.02K -104 -2%
TL
655
Tradewinds LLC
North Carolina
$290K +$290K +4,305 New
QCG
656
Quadrant Capital Group
Ohio
$289K -$67 -1 -0%
SC
657
SouthState Corp
Florida
$288K – – –
RC
658
Resolution Capital
Australia
$287K +$27K +400 +10%
MGIA
659
Moneta Group Investment Advisors
Missouri
$285K -$212K -3,140 -43%
SCM
660
Schnieders Capital Management
California
$285K -$55.5K -823 -16%
SF
661
Synovus Financial
Georgia
$284K -$6.2K -92 -2%
VIA
662
Vident Investment Advisory
Georgia
$283K +$80.5K +1,193 +40%
SQA
663
Simon Quick Advisors
New Jersey
$283K +$24.2K +359 +9%
Boston Partners
664
Boston Partners
Massachusetts
$279K +$4.72K +70 +2%
APA
665
Astoria Portfolio Advisors
New York
$278K +$278K +4,064 New
NEWAS
666
N.E.W. Advisory Services
Wisconsin
$278K – – –
FBFS
667
First Business Financial Services
Wisconsin
$277K – – –
SIC
668
Samalin Investment Counsel
New York
$272K -$48.7K -722 -15%
MCWS
669
McKinley Carter Wealth Services
West Virginia
$270K – – –
AIA
670
Affinity Investment Advisors
California
$270K – – –
SA
671
Strategic Advisors
New York
$270K – – –
DZ Bank
672
DZ Bank
Germany
$270K – – –
GLLW
673
Graves Light Lenhart Wealth
Virginia
$270K – – –
LFA
674
Legacy Financial Advisors
Kentucky
$269K -$22.4K -332 -8%
CFS
675
CRA Financial Services
New Jersey
$269K – – –
25 26
27
28 29