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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 %
PIA
701
Panoramic Investment Advisors
Colorado
$203K +$203K +3,543 New
LCM
702
LCM Capital Management
Illinois
$202K +$57 +1 +0%
IF
703
Intrua Financial
Texas
$202K +$10.6K +185 +6%
WT
704
Whittier Trust
California
$202K – – –
FP
705
Financial Perspectives
Minnesota
$201K +$10K +175 +5%
TAM
706
Tealwood Asset Management
Minnesota
$200K – – –
IFAM
707
Institutional & Family Asset Management
Colorado
$195K +$1.37K +24 +0.7%
PFSC
708
Peoples Financial Services Corp
Pennsylvania
$195K – – –
CCM
709
Chilton Capital Management
Texas
$186K – – –
SIM
710
Sentry Investment Management
Wisconsin
$182K -$23.6K -412 -11%
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$177K +$1.72K +30 +1%
PCM
712
Penserra Capital Management
California
$176K -$27.3K -479 -13%
CFB
713
Cullen/Frost Bankers
Texas
$174K +$18.2K +318 +12%
CWM
714
Cranbrook Wealth Management
Michigan
$166K – – –
CI Investments Inc
715
CI Investments Inc
Ontario, Canada
$161K -$25.3K -443 -14%
PTC
716
Private Trust Company
Ohio
$160K +$6.92K +121 +5%
PPC
717
Park Place Capital
Alabama
$157K +$65.2K +1,140 +71%
ST
718
Smithfield Trust
Pennsylvania
$154K -$1.94K -34 -1%
M
719
MOTCO
Texas
$144K – – –
FCMT
720
Founders Capital Management (Texas)
Texas
$143K – – –
CA
721
Clearstead Advisors
Ohio
$141K +$62.3K +1,089 +79%
OAM
722
Ostrum Asset Management
France
$141K -$973 -17 -0.7%
Cohen & Steers
723
Cohen & Steers
New York
$140K -$1.85M -32,250 -93%
VC
724
Vestor Capital
Illinois
$137K -$1.43K -25 -1%
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$136K – – –
27 28
29
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