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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 %
VNA
851
Valley National Advisers
Pennsylvania
$15K +$5K +85 +50%
AFS
852
Annapolis Financial Services
Maryland
$14.8K – – –
PGAM
853
Princeton Global Asset Management
New Jersey
$14.3K – – –
CCP
854
Carmel Capital Partners
California
$14.3K – – –
TSWM
855
Tyler-Stone Wealth Management
Ohio
$14K – – –
BSB
856
Bangor Savings Bank
Maine
$13.8K -$1.49K -26 -10%
DFA
857
DHJJ Financial Advisors
Illinois
$13.4K +$13.4K +235 New
NRG
858
Nemes Rush Group
Michigan
$13.3K +$114 +2 +0.9%
AWM
859
Atticus Wealth Management
Florida
$13.2K – – –
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.2K – – –
GWSA
861
Global Wealth Strategies & Associates
Colorado
$13K – – –
KC
862
Kepos Capital
New York
$12K -$99.2K -1,711 -89%
CT
863
Clearstead Trust
Maine
$12K – – –
SL
864
Salomon & Ludwin
Virginia
$11.7K +$11.7K +205 New
SCA
865
Stuart Chaussee & Associates
California
$11.6K – – –
GKIM
866
GW&K Investment Management
Massachusetts
$11K +$1.89K +32 +21%
KHC
867
Koesten Hirschmann & Crabtree
Kansas
$11K – – –
CAC
868
Core Alternative Capital
Georgia
$10.9K – – –
JWA
869
JFS Wealth Advisors
Pennsylvania
$10.6K -$4.29K -75 -29%
KFS
870
Kelly Financial Services
Massachusetts
$9.74K – – –
OP
871
ORG Partners
Indiana
$8.74K +$1.72K +30 +25%
CWM
872
CarsonAllaria Wealth Management
Illinois
$7.56K +$57 +1 +0.8%
APC
873
Aspire Private Capital
North Carolina
$6.69K +$2.29K +40 +52%
RWPA
874
Richard W. Paul & Associates
Michigan
$6.35K +$2.63K +46 +71%
ACA
875
Atlas Capital Advisors
Wyoming
$6.18K – – –
33 34
35
36 37