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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 %
WAM
776
WFA Asset Management
Wisconsin
$147K +$1.08K +16 +0.7%
JFA
777
JNBA Financial Advisors
Minnesota
$146K -$25K -370 -15%
VCM
778
Versant Capital Management
Arizona
$144K -$1.68K -25 -1%
LC
779
Lindbrook Capital
California
$143K +$40.9K +607 +40%
BAM
780
Belpointe Asset Management
Nevada
$137K +$16.1K +238 +13%
GC
781
Garde Capital
Washington
$136K -$5.25K -78 -4%
FFA
782
Farther Finance Advisors
California
$133K +$67 +1 +0.1%
HCP
783
Hexagon Capital Partners
Arkansas
$125K +$16.3K +241 +15%
SA
784
SRH Advisors
Kansas
$124K – – –
HPC
785
HM Payson & Co
Maine
$122K -$3.1K -46 -2%
FCT
786
First Community Trust
Iowa
$121K – – –
Group One Trading
787
Group One Trading
Illinois
$119K +$119K +1,771 New
HDIM
788
Hanson & Doremus Investment Management
Vermont
$118K -$8.77K -130 -7%
SC
789
Steph & Co
Wisconsin
$116K – – –
First Manhattan
790
First Manhattan
New York
$115K -$66.7K -989 -37%
FMTCOCP
791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K – – –
WTC
792
WhitTier Trust Company
Nevada
$111K – – –
BONH
793
Bank of New Hampshire
New Hampshire
$110K – – –
PB
794
Pinnacle Bancorp
Nebraska
$109K – – –
EBA
795
Eagle Bay Advisors
New York
$108K -$2.23K -33 -2%
PA
796
PSI Advisors
Florida
$107K – – –
RAM
797
Riggs Asset Management
Pennsylvania
$106K +$45.7K +678 +75%
DAC
798
Dividend Assets Capital
South Carolina
$102K – – –
CTA
799
Colonial Trust Advisors
South Carolina
$102K +$202 +3 +0.2%
AA
800
Alta Advisers
United Kingdom
$101K – – –
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