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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 %
SIC
701
Samalin Investment Counsel
New York
$252K -$42.3K -683 -14%
JIC
702
Johnson Investment Counsel
Ohio
$252K +$252K +4,066 New
AF
703
Alerus Financial
North Dakota
$251K -$2.57M -41,551 -91%
Financial Engines Advisors
704
Financial Engines Advisors
California
$250K +$250K +4,009 New
UWM
705
USAdvisors Wealth Management
Minnesota
$249K +$1.24K +20 +0.5%
TCM
706
Triumph Capital Management
Colorado
$249K -$12.1K -195 -5%
MFIM
707
Mesirow Financial Investment Management
Illinois
$248K +$248K +4,001 New
KFA
708
Krane Funds Advisors
New York
$248K -$304K -4,912 -55%
GLLW
709
Graves Light Lenhart Wealth
Virginia
$248K – – –
DAS
710
Dynamic Advisor Solutions
Arizona
$248K +$248K +3,885 New
FBFS
711
First Business Financial Services
Wisconsin
$247K – – –
PWP
712
Principle Wealth Partners
Connecticut
$246K – – –
LF
713
Lantz Financial
Illinois
$246K +$246K +3,977 New
WSTAM
714
Wilbanks Smith & Thomas Asset Management
Virginia
$245K – – –
PCMK
715
Paragon Capital Management (Kansas)
Kansas
$243K +$243K +3,931 New
CI
716
Conning Inc
Connecticut
$242K -$2.48K -40 -1%
PAM
717
Peak Asset Management
Colorado
$241K – – –
ACM
718
AlphaStar Capital Management
North Carolina
$241K +$241K +3,888 New
CTA
719
Chesley Taft & Associates
Illinois
$238K – – –
RCM
720
RNC Capital Management
California
$238K +$557 +9 +0.2%
TSS
721
Two Sigma Securities
New York
$237K -$429K -6,934 -64%
HIP
722
HUB Investment Partners
Texas
$236K -$29.5K -477 -11%
OWP
723
Obermeyer Wealth Partners
Colorado
$236K +$6.81K +110 +3%
AWM
724
Accel Wealth Management
Iowa
$236K +$2.29K +37 +1%
PCI
725
Planning Center Inc
Illinois
$236K -$161K -2,595 -41%
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