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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 %
PWP
676
Principle Wealth Partners
Connecticut
$228K – – –
QT
677
Quantbot Technologies
New York
$227K -$1.65M -28,908 -88%
BL
678
Balentine LLC
Georgia
$227K -$32.2K -562 -12%
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
O
680
Ossiam
France
$226K -$201K -3,513 -47%
CI
681
Conning Inc
Connecticut
$226K – – –
SWM
682
Scissortail Wealth Management
Oklahoma
$224K +$224K +3,849 New
UM
683
UniSuper Management
Australia
$223K – – –
PAM
684
Peak Asset Management
Colorado
$223K -$7.84K -137 -3%
GIA
685
GHP Investment Advisors
Colorado
$223K +$37.7K +641 +20%
CTA
686
Chesley Taft & Associates
Illinois
$220K – – –
RCM
687
RNC Capital Management
California
$220K +$458 +8 +0.2%
APW
688
Austin Private Wealth
Texas
$219K – – –
AWM
689
Accel Wealth Management
Iowa
$216K +$229 +4 +0.1%
SPA
690
Sherbrooke Park Advisers
New York
$214K -$689K -12,033 -76%
GL
691
Graypoint LLC
New York
$213K +$213K +3,731 New
AAM
692
Aureus Asset Management
Massachusetts
$213K – – –
FHC
693
First Heartland Consultants
Missouri
$212K – – –
OWP
694
Obermeyer Wealth Partners
Colorado
$212K +$2.58K +45 +1%
LCM
695
Lazari Capital Management
California
$211K +$401 +7 +0.2%
MCM
696
Manchester Capital Management
Vermont
$210K -$1.66K -29 -0.8%
HCS
697
Himension Capital (Singapore)
Singapore
$208K +$208K +3,632 New
NAS
698
Nicolet Advisory Services
Wisconsin
$204K +$12.1K +214 +6%
CBT
699
CoreFirst Bank & Trust
Kansas
$204K – – –
CTWM
700
Cherry Tree Wealth Management
Minnesota
$203K +$744 +13 +0.4%
26 27
28
29 30