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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 %
ZB
751
Zions Bancorporation
Utah
$203K -$674 -10 -0.3%
SOAMC
752
Spirit of America Management Corp
New York
$202K +$202K +3,000 New
XF
753
XML Financial
Maryland
$202K -$90.1K -1,336 -31%
SS
754
Sunbelt Securities
Texas
$201K -$9.64K -144 -5%
LWM
755
Ledge Wealth Management
Minnesota
$201K – – –
CWM
756
Cornerstone Wealth Management
Missouri
$201K +$201K +2,983 New
VWA
757
V Wealth Advisors
Kansas
$201K -$16.3K -242 -8%
QT
758
Quantamental Technologies
New York
$201K +$201K +2,977 New
BJL
759
Brighton Jones LLC
Washington
$201K -$5.26K -78 -3%
BFM
760
Boothbay Fund Management
New York
$200K +$200K +2,972 New
CWM
761
Cranbrook Wealth Management
Michigan
$196K – – –
TC
762
Trust Company
Kansas
$194K – – –
ST
763
Smithfield Trust
Pennsylvania
$186K – – –
GWM
764
Geneos Wealth Management
Colorado
$186K -$729K -10,808 -80%
CFB
765
Cullen/Frost Bankers
Texas
$183K -$2.02K -30 -1%
RTC
766
Riverview Trust Company
Washington
$172K +$14.2K +210 +9%
CI Investments Inc
767
CI Investments Inc
Ontario, Canada
$170K +$65.9K +975 +63%
FCMT
768
Founders Capital Management (Texas)
Texas
$169K – – –
OAM
769
Ostrum Asset Management
France
$167K +$167K +2,475 New
CT
770
Colonial Trust
South Carolina
$166K +$3.08K +46 +2%
VC
771
Vestor Capital
Illinois
$165K – – –
WT
772
Washington Trust
Rhode Island
$161K – – –
JGIA
773
Jackson Grant Investment Advisers
Connecticut
$160K – – –
WWM
774
Wolff Wiese Magana
California
$154K +$202 +3 +0.1%
M
775
MOTCO
Texas
$153K -$57.9K -858 -27%
29 30
31
32 33