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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 %
MG
726
Meritage Group
California
$219K -$11.3K -167 -5%
CCM
727
Chilton Capital Management
Texas
$219K -$35.3K -523 -14%
GSEP
728
Golden State Equity Partners
California
$218K +$218K +3,236 New
SWM
729
Segment Wealth Management
Texas
$218K -$18.2K -270 -8%
NL
730
NWAM LLC
Washington
$217K +$11.9K +177 +6%
PA
731
Pinnacle Associates
New York
$217K +$7.76K +115 +4%
WCM
732
Windsor Capital Management
Arizona
$217K +$1.15K +17 +0.5%
SHJ
733
Sharkey, Howes & Javer
Colorado
$216K +$1.15K +17 +0.5%
CWM
734
Calamos Wealth Management
Illinois
$216K -$156K -2,310 -42%
RP
735
Riverbridge Partners
Minnesota
$216K – – –
GCMG
736
Gyroscope Capital Management Group
Florida
$216K +$216K +3,200 New
PL
737
Perpetual Ltd
Australia
$216K +$216K +3,200 New
KIG
738
Kowal Investment Group
Wisconsin
$213K +$1.15K +17 +0.5%
SCA
739
Snowden Capital Advisors
New York
$211K +$211K +3,126 New
GIA
740
GHP Investment Advisors
Colorado
$210K -$1.42K -21 -0.7%
SI
741
Stephens Inc
Arkansas
$210K -$12.9K -191 -6%
P
742
Pitcairn
Pennsylvania
$209K +$3.24K +48 +2%
BMCM
743
Bryn Mawr Capital Management
Pennsylvania
$209K – – –
CFGSD
744
Compass Financial Group (South Dakota)
South Dakota
$208K – – –
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$207K -$38.8K -575 -16%
RCM
746
RNC Capital Management
California
$206K +$206K +3,061 New
CAMV
747
Concord Asset Management (Virginia)
Virginia
$206K – – –
DBT
748
Dubuque Bank & Trust
Iowa
$206K +$206K +3,049 New
STA
749
Summit Trail Advisors
New York
$204K +$204K +3,013 New
OMC
750
Old Mission Capital
Illinois
$203K +$203K +3,009 New
28 29
30
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