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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 %
VWM
801
Venturi Wealth Management
Texas
$42.9K +$42.9K +750 New
EL
802
EMFO LLC
Florida
$42.6K – – –
EBA
803
Eagle Bay Advisors
New York
$42K +$57 +1 +0.1%
SFCL
804
Strengthening Families & Communities LLC
Massachusetts
$40K +$284 +5 +0.7%
ME
805
McIlrath & Eck
Washington
$38.8K +$286 +5 +0.7%
TCM
806
Tradewinds Capital Management
Washington
$38.5K – – –
LWA
807
Lowe Wealth Advisors
Maryland
$37.7K – – –
CFD
808
Creative Financial Designs
Indiana
$37K +$286 +5 +0.8%
BIA
809
Bell Investment Advisors
California
$37K +$26K +455 +238%
EWA
810
EverSource Wealth Advisors
Alabama
$36.2K +$2K +35 +6%
TFGT
811
TS Financial Group (TSFG)
Illinois
$36K – – –
PI
812
PEAK6 Investments
Illinois
$34.5K -$315K -5,512 -90%
SGC
813
Slocum, Gordon & Co
Rhode Island
$34.3K – – –
ATC
814
Adirondack Trust Company
New York
$33.9K – – –
OA
815
Operose Advisors
Wisconsin
$33.2K +$33.2K +580 New
WBC
816
West Branch Capital
Massachusetts
$32.9K – – –
PSB
817
Piscataqua Savings Bank
New Hampshire
$32.9K -$6.92K -121 -17%
GWS
818
Glassman Wealth Services
Virginia
$31.2K -$17.2K -300 -35%
AGWCA
819
Annis Gardner Whiting Capital Advisors
Florida
$30.6K +$30.6K +528 New
CTB
820
Country Trust Bank
Illinois
$30.6K +$15.8K +276 +107%
LIA
821
Luken Investment Analytics
Tennessee
$30.1K – – –
TSW
822
Thompson Siegel & Walmsley
Virginia
$30K +$1.42K +25 +5%
PMFA
823
Plante Moran Financial Advisors
Michigan
$29.5K – – –
AIC
824
Archer Investment Corporation
Indiana
$28.6K – – –
PFP
825
Pinnacle Financial Partners
Tennessee
$28.6K – – –
31 32
33
34 35