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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 %
SAM
676
Strategy Asset Managers
California
$268K -$8.5K -126 -3%
PWP
677
Principle Wealth Partners
Connecticut
$268K – – –
UWM
678
USAdvisors Wealth Management
Minnesota
$268K +$1.08K +16 +0.4%
FGA
679
Fortis Group Advisors
New Jersey
$268K +$268K +3,832 New
WSTAM
680
Wilbanks Smith & Thomas Asset Management
Virginia
$267K – – –
GT
681
Glenview Trust
Kentucky
$265K -$3.17K -47 -1%
GW
682
GW & Wade
Massachusetts
$262K -$607 -9 -0.2%
WIC
683
Woodmont Investment Counsel
Tennessee
$261K – – –
CTA
684
Chesley Taft & Associates
Illinois
$260K -$6.95K -103 -3%
SWM
685
Scissortail Wealth Management
Oklahoma
$260K -$753K -11,171 -74%
AWM
686
Accel Wealth Management
Iowa
$257K +$1.21K +18 +0.5%
OTL
687
Oak Thistle LLC
New York
$257K +$257K +3,804 New
QP
688
Quilter Plc
United Kingdom
$255K +$255K +257 New
BOH
689
Bank of Hawaii
Hawaii
$254K – – –
NAS
690
Nicolet Advisory Services
Wisconsin
$251K +$251K +3,525 New
AAM
691
Aureus Asset Management
Massachusetts
$251K -$1.35K -20 -0.5%
FHC
692
First Heartland Consultants
Missouri
$249K -$65.7K -974 -21%
FB
693
Fulton Bank
Pennsylvania
$247K +$13.9K +206 +6%
OWP
694
Obermeyer Wealth Partners
Colorado
$247K -$15.9K -236 -6%
HIS
695
Horizon Investment Services
Indiana
$245K +$245K +3,632 New
WHCI
696
W.H. Cornerstone Investments
Massachusetts
$243K +$1.75K +26 +0.7%
SVWAG
697
Sound View Wealth Advisors Group
Georgia
$243K -$80K -1,186 -25%
LCM
698
LCM Capital Management
Illinois
$243K +$67 +1 +0%
GCWM
699
Graham Capital Wealth Management
District of Columbia
$241K +$241K +358 New
MCM
700
Manchester Capital Management
Vermont
$241K +$37.3K +553 +18%
26 27
28
29 30