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Xcel Energy
XEL

Overview Fund Activity

978 hedge funds and large institutions have $29.6B invested in Xcel Energy in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+45
Holders Change %
+4.82%
% of All Funds
15.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
130
Increased
358
Reduced
303
Closed
63
Calls
$80.5M
Puts
$11M
Net Calls
+$69.5M
Net Calls Change
+$52.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$577M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$786M
3
BlackRock
BlackRock
New York
$3.5B
4
AllianceBernstein
AllianceBernstein
Tennessee
$133M
5
Morgan Stanley
Morgan Stanley
New York
$349M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$286M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.27B
3
N
Natixis
France
$23.3M
4
Bank of America
Bank of America
North Carolina
$707M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
851
Ulland Investment Advisors
Minnesota
$47K +$14K +200 +43%
ME
852
McIlrath & Eck
Washington
$46.8K – – –
LWA
853
Lowe Wealth Advisors
Maryland
$46.1K – – –
ATC
854
Adirondack Trust Company
New York
$45.8K -$1.75K -25 -4%
CA
855
Crewe Advisors
Utah
$45.2K +$18.8K +268 +71%
CAL
856
Capital Advisors Ltd
Ohio
$45K -$10.3K -146 -19%
DGAM
857
Desjardins Global Asset Management
Quebec, Canada
$44K -$260K -3,683 -86%
TFGT
858
TS Financial Group (TSFG)
Illinois
$44K +$71 +1 +0.2%
USCWA
859
U.S. Capital Wealth Advisors
Texas
$43.7K +$43.7K +624 New
SGC
860
Slocum, Gordon & Co
Rhode Island
$43.6K +$43.6K +622 New
SFCL
861
Strengthening Families & Communities LLC
Massachusetts
$43K +$278 +4 +0.7%
MS
862
Marshall & Sullivan
Washington
$42K +$42K +599 New
WBC
863
West Branch Capital
Massachusetts
$40.3K – – –
SSC
864
Syverson Strege & Co
Iowa
$39.7K +$140 +2 +0.4%
KC
865
Kepos Capital
New York
$38K -$23.7K -339 -38%
PI
866
PineBridge Investments
New York
$37.8K – – –
PMFA
867
Plante Moran Financial Advisors
Michigan
$37.1K +$350 +5 +1%
TSW
868
Thompson Siegel & Walmsley
Virginia
$37K – – –
CG
869
Cutler Group
California
$37K +$16.4K +240 +79%
LIA
870
Luken Investment Analytics
Tennessee
$36.9K +$36.9K +526 New
NHT
871
New Hampshire Trust
New Hampshire
$35.8K +$35.8K +510 New
GI
872
GS Investments
Minnesota
$35.3K – – –
BC
873
Burleson & Co
California
$35.1K – – –
PFP
874
Pinnacle Financial Partners
Tennessee
$35.1K – – –
AIC
875
Archer Investment Corporation
Indiana
$35.1K +$35.1K +500 New
33 34
35
36 37