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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 %
A
801
AJOVista
Massachusetts
$139K +$139K +2,239 New
WT
802
Whittier Trust
California
$138K -$80.2K -1,296 -37%
SIS
803
Sound Income Strategies
Florida
$135K +$61.9K +1,000 +84%
Acadian Asset Management
804
Acadian Asset Management
Massachusetts
$135K +$135K +2,182 New
WWM
805
Wolff Wiese Magana
California
$133K +$186 +3 +0.1%
DJSG
806
D.J. St. Germain
Massachusetts
$127K – – –
HPC
807
HM Payson & Co
Maine
$127K +$14.7K +238 +13%
SA
808
Scarborough Advisors
Maryland
$125K +$125K +2,018 New
ECM
809
Elgethun Capital Management
South Dakota
$124K – – –
LFA
810
LGT Financial Advisors
Texas
$121K +$1.98K +32 +2%
PFBT
811
Parkside Financial Bank & Trust
Missouri
$117K +$33.2K +536 +40%
SA
812
SRH Advisors
Kansas
$113K – – –
FCT
813
First Community Trust
Iowa
$111K – – –
VC
814
Vestor Capital
Illinois
$110K -$38.6K -621 -26%
SC
815
Steph & Co
Wisconsin
$106K – – –
FRA
816
Front Row Advisors
California
$105K – – –
First Manhattan
817
First Manhattan
New York
$105K +$124 +2 +0.1%
WTC
818
WhitTier Trust Company
Nevada
$105K +$51.4K +831 +96%
HCP
819
Hexagon Capital Partners
Arkansas
$105K +$3.9K +63 +4%
PCMC
820
Planning Capital Management Corporation
Pennsylvania
$104K +$104K +1,686 New
FMTCOCP
821
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K – – –
BONH
822
Bank of New Hampshire
New Hampshire
$101K – – –
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$100K +$32K +517 +47%
PB
824
Pinnacle Bancorp
Nebraska
$100K – – –
RAM
825
Riggs Asset Management
Pennsylvania
$98.5K +$805 +13 +0.8%
31 32
33
34 35