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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 %
PB
751
Pinnacle Bancorp
Nebraska
$92.5K – – –
PA
752
PSI Advisors
Florida
$90.7K – – –
BAAM
753
Baker Avenue Asset Management
California
$90.7K +$86.2K +1,506 +1,906%
RAM
754
Riggs Asset Management
Pennsylvania
$90.3K – – –
PBK
755
Peoples Bank (Kansas)
Kansas
$87.6K +$87.6K +1,531 New
CTA
756
Colonial Trust Advisors
South Carolina
$86.6K +$114 +2 +0.1%
MAM
757
Marquette Asset Management
Minnesota
$86.4K -$20.1K -352 -19%
AA
758
Alta Advisers
United Kingdom
$85.8K – – –
GBT
759
Grove Bank & Trust
Florida
$85.6K +$84.5K +1,476 +7,380%
DAC
760
Dividend Assets Capital
South Carolina
$84K – – –
QC
761
Quent Capital
New York
$81.2K +$33.8K +591 +71%
Legacy Financial Group (Iowa)
762
Legacy Financial Group (Iowa)
Iowa
$78.5K +$78.5K +1,372 New
CSC
763
Caldwell Sutter Capital
California
$78.2K +$9.04K +158 +13%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$77.2K +$7.78K +136 +11%
CSB
765
City State Bank
Iowa
$75K – – –
IWP
766
IAG Wealth Partners
Wisconsin
$73K +$73K +1,276 New
BC
767
Bartlett & Co
Ohio
$72K – – –
BCWM
768
Bartlett & Co Wealth Management
Ohio
$71.6K – – –
BCV
769
Banque Cantonale Vaudoise
Switzerland
$70K -$11.5K -201 -14%
SWA
770
SOA Wealth Advisors
New York
$69.4K +$286 +5 +0.4%
TCOV
771
Trust Company of Vermont
Vermont
$69.1K – – –
SS
772
Sunbelt Securities
Texas
$68.7K -$103K -1,807 -60%
PWMG
773
Prestige Wealth Management Group
New Jersey
$68.2K +$9.13K +158 +15%
SIS
774
Sound Income Strategies
Florida
$68K +$65.5K +1,145 +2,663%
FMP
775
Financial Management Professionals
Texas
$66K -$2.59K -45 -4%
29 30
31
32 33