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Xcel Energy
XEL

Overview Fund Activity

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$577M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$786M
3
BlackRock
BlackRock
New York
$3.5B
4
AllianceBernstein
AllianceBernstein
Tennessee
$133M
5
Morgan Stanley
Morgan Stanley
New York
$349M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$286M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.27B
3
N
Natixis
France
$23.3M
4
Bank of America
Bank of America
North Carolina
$707M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
751
Mayflower Financial Advisors
Massachusetts
$208K +$208K +2,968 New
HNW
752
High Note Wealth
Minnesota
$206K +$206K +2,935 New
GHA
753
GW Henssler & Associates
Georgia
$206K +$206K +2,935 New
EIG
754
Ellenbecker Investment Group
Wisconsin
$205K +$205K +2,929 New
PFM
755
Patton Fund Management
Texas
$205K +$205K +2,930 New
CWM
756
Cranbrook Wealth Management
Michigan
$204K – – –
BIM
757
Baldwin Investment Management
Pennsylvania
$202K +$202K +2,885 New
EW
758
Evoke Wealth
California
$202K +$123K +1,741 +155%
TC
759
Trust Company
Kansas
$202K – – –
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$202K +$202K +2,880 New
TCA
761
Transcend Capital Advisors
New Jersey
$202K +$202K +2,876 New
ST
762
Smithfield Trust
Pennsylvania
$194K – – –
IPAM
763
ICICI Prudential Asset Management
India
$193K +$51.9K +740 +37%
CFB
764
Cullen/Frost Bankers
Texas
$192K +$63.9K +912 +50%
First Manhattan
765
First Manhattan
New York
$189K -$7.78K -111 -4%
JFA
766
JNBA Financial Advisors
Minnesota
$178K -$26.2K -373 -13%
FCMT
767
Founders Capital Management (Texas)
Texas
$175K – – –
CT
768
Colonial Trust
South Carolina
$173K +$48.8K +686 +39%
VC
769
Vestor Capital
Illinois
$171K +$5.25K +75 +3%
WT
770
Washington Trust
Rhode Island
$167K – – –
JGIA
771
Jackson Grant Investment Advisers
Connecticut
$167K – – –
RTC
772
Riverview Trust Company
Washington
$164K -$33.7K -480 -17%
PVH
773
Psagot Value Holdings
Israel
$161K -$4.41K -63 -3%
WWM
774
Wolff Wiese Magana
California
$160K +$911 +13 +0.6%
WAM
775
WFA Asset Management
Wisconsin
$152K -$3.44K -49 -2%
29 30
31
32 33