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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 %
CT
726
Colonial Trust
South Carolina
$134K +$2.32K +41 +2%
RTC
727
Riverview Trust Company
Washington
$133K -$12K -210 -8%
WT
728
Washington Trust
Rhode Island
$133K – – –
LC
729
Lindbrook Capital
California
$132K +$12.6K +221 +11%
JFA
730
JNBA Financial Advisors
Minnesota
$131K +$8.18K +143 +7%
WAM
731
WFA Asset Management
Wisconsin
$127K +$973 +17 +0.8%
AP
732
Arlington Partners
Alabama
$125K +$33K +576 +36%
AT
733
Arlington Trust
Alabama
$125K +$125K +2,177 New
FFA
734
Farther Finance Advisors
California
$124K +$10.8K +188 +9%
WWM
735
Wolff Wiese Magana
California
$123K -$8.24K -144 -6%
CUAMC
736
China Universal Asset Management Company
China
$119K +$82.7K +1,434 +231%
DJSG
737
D.J. St. Germain
Massachusetts
$117K +$26.6K +465 +29%
ECM
738
Elgethun Capital Management
South Dakota
$113K – – –
LFA
739
LGT Financial Advisors
Texas
$110K +$110K +1,926 New
SA
740
SRH Advisors
Kansas
$105K – – –
HPC
741
HM Payson & Co
Maine
$104K – – –
FCT
742
First Community Trust
Iowa
$103K – – –
FRA
743
Front Row Advisors
California
$101K -$360K -6,034 -78%
SC
744
Steph & Co
Wisconsin
$98K – – –
First Manhattan
745
First Manhattan
New York
$97.3K – – –
SOW
746
State of Wyoming
Wyoming
$96.8K +$35.4K +619 +58%
HDIM
747
Hanson & Doremus Investment Management
Vermont
$96K -$4.24K -74 -4%
FMTCOCP
748
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K – – –
BONH
749
Bank of New Hampshire
New Hampshire
$93.2K – – –
HCP
750
Hexagon Capital Partners
Arkansas
$93K -$7.1K -124 -7%
28 29
30
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