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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 %
OWM
776
Orgel Wealth Management
Wisconsin
$204K +$204K +3,303 New
DCM
777
Donaldson Capital Management
Indiana
$204K +$204K +3,296 New
LAM
778
Lummis Asset Management
Texas
$203K +$203K +3,283 New
GIA
779
GHP Investment Advisors
Colorado
$203K -$31.1K -502 -13%
WCM
780
Windsor Capital Management
Arizona
$203K +$203K +3,280 New
MIM
781
Morningstar Investment Management
Illinois
$203K +$203K +3,284 New
CCM
782
Chilton Capital Management
Texas
$201K – – –
CI Investments Inc
783
CI Investments Inc
Ontario, Canada
$201K +$26.4K +426 +15%
CTWM
784
Cherry Tree Wealth Management
Minnesota
$197K -$22.5K -364 -10%
BTI
785
Blue Trust Inc
Georgia
$191K -$87.4K -1,524 -31%
BGAI
786
Bruce G. Allen Investments
Colorado
$190K +$190K +3,077 New
CWM
787
Cranbrook Wealth Management
Michigan
$180K – – –
TC
788
Trust Company
Kansas
$178K -$144K -2,328 -45%
ST
789
Smithfield Trust
Pennsylvania
$167K – – –
MCM
790
Manchester Capital Management
Vermont
$163K -$64.3K -1,039 -28%
JFA
791
JNBA Financial Advisors
Minnesota
$162K +$20.6K +332 +15%
PCM
792
Penserra Capital Management
California
$157K -$32.9K -535 -17%
M
793
MOTCO
Texas
$156K – – –
CFO
794
CVA Family Office
Colorado
$156K +$156K +2,516 New
FCMT
795
Founders Capital Management (Texas)
Texas
$155K – – –
OAM
796
Ostrum Asset Management
France
$153K +$681 +11 +0.4%
WT
797
Washington Trust
Rhode Island
$151K +$7.24K +117 +5%
CT
798
Colonial Trust
South Carolina
$149K +$2.54K +41 +2%
JGIA
799
Jackson Grant Investment Advisers
Connecticut
$147K – – –
Kayne Anderson Rudnick Investment Management
800
Kayne Anderson Rudnick Investment Management
California
$140K +$140K +2,261 +226,100%
30 31
32
33 34