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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
$1.02B
2
Bank of America
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
Capital International Investors
California
$0
3
Deutsche Bank
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
851
Lowe Wealth Advisors
Maryland
$44.4K – – –
CSC
852
Caldwell Sutter Capital
California
$43.4K +$43.4K +644 New
DGAM
853
Desjardins Global Asset Management
Quebec, Canada
$42K – – –
TFGT
854
TS Financial Group (TSFG)
Illinois
$42K – – –
SGC
855
Slocum, Gordon & Co
Rhode Island
$41.9K – – –
ATC
856
Adirondack Trust Company
New York
$41.6K -$2.43K -36 -6%
CA
857
Crewe Advisors
Utah
$40.5K -$2.97K -44 -7%
WBC
858
West Branch Capital
Massachusetts
$38.8K – – –
SSC
859
Syverson Strege & Co
Iowa
$38.2K +$67 +1 +0.2%
PI
860
PineBridge Investments
New York
$36.4K – – –
PMFA
861
Plante Moran Financial Advisors
Michigan
$36K +$202 +3 +0.6%
QL
862
Quarry LP
New York
$35.9K +$19.2K +284 +115%
LIA
863
Luken Investment Analytics
Tennessee
$35.5K – – –
GFL
864
Granite FO LLC
New Hampshire
$35K +$35K +500 New
NHT
865
New Hampshire Trust
New Hampshire
$34.4K – – –
TSW
866
Thompson Siegel & Walmsley
Virginia
$34K -$2.03K -30 -6%
GI
867
GS Investments
Minnesota
$34K – – –
MMG
868
Monetary Management Group
Missouri
$33.7K -$33.7K -500 -50%
AIC
869
Archer Investment Corporation
Indiana
$33.7K – – –
PFP
870
Pinnacle Financial Partners
Tennessee
$33.7K – – –
EWP
871
Elevation Wealth Partners
California
$33.3K +$33.3K +494 New
WIM
872
Westside Investment Management
California
$33.2K – – –
BFPW
873
BOK Financial Private Wealth
Colorado
$32.7K – – –
CT
874
Cambridge Trust
Massachusetts
$32.4K – – –
JWM
875
Janiczek Wealth Management
Colorado
$29.2K +$5.21K +74 +22%
33 34
35
36 37