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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 %
AAM
726
Aureus Asset Management
Massachusetts
$235K +$4.58K +74 +2%
WFI
727
West Family Investments
California
$235K -$342K -5,519 -59%
APW
728
Austin Private Wealth
Texas
$234K -$2.23K -36 -0.9%
CWM
729
CCG Wealth Management
California
$234K -$21.7K -350 -8%
ILI
730
Invesco LLC (Illinois)
Illinois
$234K +$234K +3,783 New
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$234K +$42.8K +692 +22%
RWA
732
Redhawk Wealth Advisors
Minnesota
$233K +$233K +3,756 New
WANY
733
Wealthspire Advisors (New York)
New York
$232K +$232K +3,747 New
SAM
734
Strategy Asset Managers
California
$231K -$23.8K -385 -9%
GRP
735
Global Retirement Partners
California
$230K -$409K -6,707 -64%
GW
736
GW & Wade
Massachusetts
$230K -$30.8K -497 -12%
MA
737
Mutual Advisors
Nebraska
$229K -$63.3K -1,022 -22%
FHC
738
First Heartland Consultants
Missouri
$229K – – –
LCM
739
Lazari Capital Management
California
$229K +$495 +8 +0.2%
BIG
740
Brooklyn Investment Group
New York
$227K +$227K +3,669 New
FWM
741
FFT Wealth Management
Pennsylvania
$226K +$226K +3,649 New
LC
742
Lindbrook Capital
California
$225K +$82.1K +1,326 +58%
RMDI
743
R.M. Davis Inc
Maine
$224K +$224K +3,612 New
CAGAS
744
Capital Advisory Group Advisory Services
Minnesota
$222K -$500K -8,069 -69%
LWM
745
Lakeridge Wealth Management
Ohio
$221K +$221K +3,572 New
MCWS
746
McKinley Carter Wealth Services
West Virginia
$221K -$31.7K -512 -13%
CBT
747
CoreFirst Bank & Trust
Kansas
$220K – – –
WPW
748
Waldron Private Wealth
Pennsylvania
$220K +$220K +3,525 New
MNBTD
749
Moody National Bank Trust Division
Texas
$220K -$324K -5,238 -60%
ZIM
750
Zacks Investment Management
Illinois
$220K +$220K +3,554 New
28 29
30
31 32