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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 %
WAS
776
Winch Advisory Services
Wisconsin
$65K +$513 +9 +0.8%
Loomis, Sayles & Company
777
Loomis, Sayles & Company
Massachusetts
$64K +$10.7K +188 +20%
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$63.2K +$19.4K +339 +44%
JWM
779
Janiczek Wealth Management
Colorado
$63.2K +$39.4K +689 +166%
NSIM
780
North Star Investment Management
Illinois
$60.4K – – –
NL
781
NVWM LLC
Pennsylvania
$60.4K +$114 +2 +0.2%
DGAM
782
Desjardins Global Asset Management
Quebec, Canada
$59.3K +$48.4K +845 +442%
CHA
783
Carmichael Hill & Associates
Maryland
$58.9K – – –
WTA
784
Washington Trust Advisors
Massachusetts
$58.9K – – –
FDCC
785
Foster Dykema Cabot & Co
Massachusetts
$57K – – –
ETC
786
Exchange Traded Concepts
Oklahoma
$55.8K -$529K -9,242 -90%
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$55.7K -$2.4K -42 -4%
HGERS
788
Householder Group Estate & Retirement Specialist
Arizona
$55.6K +$55.6K +971 New
BHWM
789
Beaird Harris Wealth Management
Texas
$55.2K – – –
AA
790
Ancora Advisors
Ohio
$54.9K – – –
IA
791
IFS Advisors
Kansas
$54.7K – – –
CB
792
Centennial Bank
Arkansas
$54.2K – – –
TVWM
793
Tower View Wealth Management
Wisconsin
$54K +$397 +7 +0.7%
VCM
794
Versant Capital Management
Arizona
$53.7K -$68.9K -1,204 -56%
FCA
795
FinTrust Capital Advisors
South Carolina
$51.2K -$15.5K -271 -23%
WTC
796
WhitTier Trust Company
Nevada
$49.8K +$1.09K +19 +2%
HC
797
Hoese & Co
Minnesota
$47.8K – – –
CAL
798
Capital Advisors Ltd
Ohio
$46K +$10.4K +183 +29%
AT
799
Avalon Trust
New Mexico
$45.8K – – –
AA
800
Addison Advisors
Vermont
$45.8K – – –
30 31
32
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