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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 %
APW
701
Austin Private Wealth
Texas
$240K – – –
CBT
702
CoreFirst Bank & Trust
Kansas
$240K – – –
SWIG
703
Strategic Wealth Investment Group
Kentucky
$240K – – –
PCIA
704
Prime Capital Investment Advisors
Kansas
$239K -$66.2K -981 -22%
WT
705
Whittier Trust
California
$238K -$105K -1,564 -31%
IPAM
706
ICICI Prudential Asset Management
India
$237K +$52.1K +773 +28%
AAS
707
Ameritas Advisory Services
Nebraska
$237K +$237K +3,401 New
TAM
708
Tealwood Asset Management
Minnesota
$236K – – –
TCM
709
Triumph Capital Management
Colorado
$235K -$15.8K -235 -6%
PWPS
710
Pinnacle Wealth Planning Services
Ohio
$232K +$3.98K +59 +2%
RA
711
RFG Advisory
Alabama
$230K -$1.96K -29 -0.8%
BC
712
Bridgefront Capital
Texas
$230K -$182K -2,695 -44%
PFSC
713
Peoples Financial Services Corp
Pennsylvania
$229K – – –
KP
714
Keel Point
Alabama
$227K +$7.82K +116 +4%
IFAM
715
Institutional & Family Asset Management
Colorado
$227K +$1.28K +19 +0.6%
MFA
716
McClarren Financial Advisors
Pennsylvania
$226K +$1.61K +24 +0.7%
FP
717
Financial Perspectives
Minnesota
$226K – – –
HR
718
Howe & Rusling
New York
$225K -$68.2K -1,011 -23%
CWS
719
Confluence Wealth Services
Pennsylvania
$225K +$2.97K +44 +1%
PWMG
720
Prestige Wealth Management Group
New Jersey
$224K +$20.3K +298 +10%
SBIA
721
Sheaff Brock Investment Advisors
Indiana
$224K – – –
FWM
722
FFT Wealth Management
Pennsylvania
$223K +$4.32K +64 +2%
FBC
723
Fairfield, Bush & Co
Connecticut
$223K – – –
APP
724
Avantax Planning Partners
Iowa
$223K -$2.23K -33 -1%
EWM
725
Evercore Wealth Management
New York
$221K – – –
27 28
29
30 31