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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 %
GT
651
Glenview Trust
Kentucky
$306K +$57.7K +932 +23%
AC
652
Abbrea Capital
California
$304K – – –
WJWM
653
Williams Jones Wealth Management
New York
$304K – – –
SQA
654
Simon Quick Advisors
New Jersey
$304K +$38.6K +624 +15%
MA
655
Montag & Associates
Georgia
$301K – – –
SRA
656
Secured Retirement Advisors
Minnesota
$300K +$300K +4,852 New
CFGS
657
Concourse Financial Group Securities
Alabama
$298K -$9.93K -159 -3%
AWM
658
Avior Wealth Management
Nebraska
$298K -$30.6K -494 -9%
SVWAG
659
Sound View Wealth Advisors Group
Georgia
$296K +$36.8K +595 +14%
HFM
660
Harvest Fund Management
China
$296K +$31.1K +509 +12%
HL
661
HeadInvest LLC
Maine
$295K – – –
CMAI
662
Capital Management Associates Inc
Minnesota
$291K +$291K +4,697 New
AWM
663
Axxcess Wealth Management
California
$290K -$45.8K -739 -14%
CP
664
Canopy Partners
Ohio
$288K +$288K +4,607 New
VSQM
665
V-Square Quantitative Management
Illinois
$287K – – –
PP
666
PrairieView Partners
Minnesota
$286K – – –
CIBC World Market
667
CIBC World Market
Ontario, Canada
$286K +$18.5K +298 +7%
OTL
668
Oak Thistle LLC
New York
$286K +$286K +4,616 New
WI
669
WrapManager Inc
California
$283K +$283K +4,577 New
GWSG
670
GPS Wealth Strategies Group
Colorado
$283K -$64.9K -1,049 -19%
DWM
671
Destination Wealth Management
California
$282K – – –
LA
672
LVW Advisors
New York
$281K +$281K +4,536 New
WIM
673
Warwick Investment Management
Texas
$280K +$280K +4,528 New
QFA
674
Quantum Financial Advisors
California
$280K +$5.2K +84 +2%
CAG
675
Csenge Advisory Group
Florida
$280K -$93.4K -1,509 -25%
25 26
27
28 29