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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 %
GSEP
751
Golden State Equity Partners
California
$220K +$220K +3,551 New
CAM
752
Cidel Asset Management
Ontario, Canada
$219K +$219K +3,541 New
1CP
753
17 Capital Partners
Arizona
$218K +$218K +3,527 New
EI
754
Ethic Inc
New York
$218K +$218K +3,525 New
FP
755
Financial Perspectives
Minnesota
$218K – – –
PIA
756
Panoramic Investment Advisors
Colorado
$217K -$2.54K -41 -1%
TAM
757
Tealwood Asset Management
Minnesota
$216K – – –
LCM
758
LCM Capital Management
Illinois
$215K -$4.52K -73 -2%
HB
759
HTLF Bank
Colorado
$213K +$213K +3,447 New
VFA
760
Voya Financial Advisors
Connecticut
$211K +$211K +3,412 New
LFG
761
Larson Financial Group
Missouri
$211K -$37.9K -612 -15%
FNBSF
762
First National Bank Sioux Falls
South Dakota
$211K +$211K +3,404 New
MFG
763
Merit Financial Group
Georgia
$211K +$211K +3,403 New
PFSC
764
Peoples Financial Services Corp
Pennsylvania
$210K – – –
FFA
765
Farther Finance Advisors
California
$210K +$75.3K +1,217 +56%
IFAM
766
Institutional & Family Asset Management
Colorado
$209K -$1.55K -25 -0.7%
WIC
767
Woodmont Investment Counsel
Tennessee
$209K +$209K +3,380 New
PTC
768
Private Trust Company
Ohio
$208K +$34.2K +552 +20%
BTW
769
Boston Trust Walden
Massachusetts
$207K +$207K +3,347 New
PWM
770
Perigon Wealth Management
California
$207K +$207K +3,346 New
SBIA
771
Sheaff Brock Investment Advisors
Indiana
$207K +$207K +3,336 New
HR
772
Howe & Rusling
New York
$207K +$207K +3,336 New
CFB
773
Cullen/Frost Bankers
Texas
$205K +$17.7K +286 +9%
JWM
774
JPL Wealth Management
Colorado
$205K +$205K +3,309 New
FBC
775
Fairfield, Bush & Co
Connecticut
$205K +$205K +3,305 New
29 30
31
32 33