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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 %
PA
826
PSI Advisors
Florida
$98.1K – – –
CTA
827
Colonial Trust Advisors
South Carolina
$95.5K +$1.8K +29 +2%
PBK
828
Peoples Bank (Kansas)
Kansas
$94.8K – – –
MAM
829
Marquette Asset Management
Minnesota
$93.5K – – –
AA
830
Alta Advisers
United Kingdom
$92.9K – – –
HDIM
831
Hanson & Doremus Investment Management
Vermont
$90K -$13.4K -217 -13%
DAC
832
Dividend Assets Capital
South Carolina
$90K – – –
QC
833
Quent Capital
New York
$88.8K +$929 +15 +1%
CSC
834
Caldwell Sutter Capital
California
$85.4K +$805 +13 +1%
AGWCA
835
Annis Gardner Whiting Capital Advisors
Florida
$85.3K +$52.5K +845 +160%
RIM
836
Rakuten Investment Management
Japan
$84.5K +$84.5K +1,365 New
TCOV
837
Trust Company of Vermont
Vermont
$83.9K +$9.1K +147 +12%
CSB
838
City State Bank
Iowa
$81K – – –
IWP
839
IAG Wealth Partners
Wisconsin
$79K – – –
SOW
840
State of Wyoming
Wyoming
$78.8K -$25.9K -418 -25%
NB
841
NBT Bank
New York
$78.2K +$78.2K +1,263 New
BCWM
842
Bartlett & Co Wealth Management
Ohio
$77.5K – – –
BC
843
Bartlett & Co
Ohio
$77K – – –
BCV
844
Banque Cantonale Vaudoise
Switzerland
$76K – – –
SWA
845
SOA Wealth Advisors
New York
$75.4K +$309 +5 +0.4%
CA
846
Clearstead Advisors
Ohio
$75.3K -$77.4K -1,250 -51%
SS
847
Sunbelt Securities
Texas
$74.3K – – –
BWM
848
BKM Wealth Management
Wisconsin
$71.6K +$71.6K +1,156 New
WAS
849
Winch Advisory Services
Wisconsin
$71.3K +$619 +10 +0.9%
FMP
850
Financial Management Professionals
Texas
$71K +$186 +3 +0.3%
32 33
34
35 36