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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 %
EB
651
Eastern Bank
Massachusetts
$249K – – –
STA
652
Summit Trail Advisors
New York
$249K +$249K +4,303 New
HFM
653
Harvest Fund Management
China
$248K +$93.5K +1,637 +61%
WB
654
WesBanco Bank
West Virginia
$248K -$25.7K -450 -9%
CIBC World Market
655
CIBC World Market
Ontario, Canada
$247K +$247K +4,317 New
PCIA
656
Prime Capital Investment Advisors
Kansas
$246K +$5.49K +96 +2%
HIP
657
HUB Investment Partners
Texas
$245K -$1.55K -27 -0.6%
SQA
658
Simon Quick Advisors
New Jersey
$245K +$4.06K +71 +2%
SC
659
SouthState Corp
Florida
$244K – – –
TCM
660
Triumph Capital Management
Colorado
$243K +$36K +624 +17%
GW
661
GW & Wade
Massachusetts
$241K +$17K +296 +8%
RCM
662
Raleigh Capital Management
North Carolina
$240K +$240K +4,196 New
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$240K +$28.9K +505 +14%
TWA
664
TCI Wealth Advisors
Arizona
$239K -$6.35K -111 -3%
Boston Partners
665
Boston Partners
Massachusetts
$238K +$2.12K +37 +0.9%
CFS
666
CRA Financial Services
New Jersey
$237K +$9.21K +161 +4%
LNC
667
Lincoln National Corp
Pennsylvania
$237K -$22.9K -401 -9%
CWM
668
CCG Wealth Management
California
$237K -$68.7K -1,200 -22%
SAM
669
Strategy Asset Managers
California
$235K +$2.17K +38 +0.9%
MCWS
670
McKinley Carter Wealth Services
West Virginia
$234K +$4.24K +74 +2%
LFG
671
Larson Financial Group
Missouri
$230K -$35.4K -619 -13%
GLLW
672
Graves Light Lenhart Wealth
Virginia
$229K – – –
GT
673
Glenview Trust
Kentucky
$229K -$3.09K -54 -1%
UWM
674
USAdvisors Wealth Management
Minnesota
$229K +$1.09K +19 +0.5%
FBFS
675
First Business Financial Services
Wisconsin
$228K -$7.21K -126 -3%
25 26
27
28 29