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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 %
MMG
826
Monetary Management Group
Missouri
$28.6K – – –
GI
827
GS Investments
Minnesota
$28.3K -$572 -10 -2%
EWP
828
Elevation Wealth Partners
California
$28.3K – – –
WIM
829
Westside Investment Management
California
$28.2K – – –
UIA
830
Ulland Investment Advisors
Minnesota
$27K -$11.5K -200 -30%
Royal London Asset Management
831
Royal London Asset Management
United Kingdom
$27K +$27K +471 New
MG
832
MilWealth Group
Wisconsin
$26.3K +$26.3K +460 New
RFA
833
Resurgent Financial Advisors
Georgia
$26.3K +$1.14K +20 +5%
C
834
Covestor
United Kingdom
$25K -$1.12K -19 -4%
TLA
835
Tanglewood Legacy Advisors
Texas
$23.5K – – –
CCA
836
Catalyst Capital Advisors
New York
$23.3K +$5.95K +104 +34%
ITIM
837
Indiana Trust & Investment Management
Indiana
$23.2K +$23.2K +406 New
AAG
838
Armstrong Advisory Group
Massachusetts
$21.7K – – –
SWA
839
Sutton Wealth Advisors
Florida
$20.1K +$4.41K +77 +28%
POIA
840
Pin Oak Investment Advisors
Texas
$20K – – –
USB
841
Union Savings Bank
Connecticut
$19.9K – – –
BFPW
842
BOK Financial Private Wealth
Colorado
$19.8K -$7.97K -138 -29%
LS
843
Livforsakringsbolaget Skandia
Sweden
$19K – – –
EARNEST Partners
844
EARNEST Partners
Georgia
$18.7K – – –
WB
845
Webster Bank
Connecticut
$18.6K – – –
MCM
846
MV Capital Management
Maryland
$18K -$9.38K -164 -34%
CT
847
Cambridge Trust
Massachusetts
$17.9K -$9.61K -168 -35%
BLC
848
Brown, Lisle/Cummings
Rhode Island
$17.7K – – –
DWMG
849
DB Wealth Management Group
California
$17.4K – – –
GEA
850
Glen Eagle Advisors
New Jersey
$17.2K -$5.72K -100 -25%
32 33
34
35 36