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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 %
AA
826
Ancora Advisors
Ohio
$64.7K – – –
IA
827
IFS Advisors
Kansas
$64.5K – – –
CB
828
Centennial Bank
Arkansas
$63.9K – – –
TVWM
829
Tower View Wealth Management
Wisconsin
$63K +$471 +7 +0.8%
FWM
830
Focused Wealth Management
New York
$59.4K +$56K +831 +1,662%
CA
831
Clearstead Advisors
Ohio
$56.9K -$33.9K -503 -37%
GWS
832
Glassman Wealth Services
Virginia
$56.1K +$3.91K +58 +7%
QC
833
Quent Capital
New York
$55.8K – – –
HH
834
HWG Holdings
Texas
$55K – – –
SOW
835
State of Wyoming
Wyoming
$54K +$4.18K +62 +8%
HC
836
Hoese & Co
Minnesota
$54K – – –
AA
837
Addison Advisors
Vermont
$54K -$540 -8 -1%
TCWA
838
Ten Capital Wealth Advisors
Washington
$54K – – –
AT
839
Avalon Trust
New Mexico
$54K +$54K +800 New
EWA
840
EverSource Wealth Advisors
Alabama
$51.8K -$12K -178 -19%
EL
841
EMFO LLC
Florida
$50.2K – – –
C
842
Covestor
United Kingdom
$50K -$20.5K -306 -29%
BWA
843
BDO Wealth Advisors
Florida
$50K -$9.91K -147 -17%
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$48.9K +$25.2K +373 +106%
PSB
845
Piscataqua Savings Bank
New Hampshire
$46.9K – – –
TCM
846
Tradewinds Capital Management
Washington
$45.3K -$5.46K -81 -11%
VWM
847
Valley Wealth Managers
New Jersey
$45.3K – – –
ME
848
McIlrath & Eck
Washington
$45.1K – – –
UIA
849
Ulland Investment Advisors
Minnesota
$45K – – –
CAL
850
Capital Advisors Ltd
Ohio
$45K +$1.63K +24 +4%
32 33
34
35 36