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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 %
MCM
876
MV Capital Management
Maryland
$29.1K +$5.8K +86 +25%
RFA
877
Resurgent Financial Advisors
Georgia
$28.7K +$28.7K +425 New
LWP
878
Lumature Wealth Partners
Georgia
$27.8K – – –
TLA
879
Tanglewood Legacy Advisors
Texas
$27.7K – – –
CFD
880
Creative Financial Designs
Indiana
$27.3K +$202 +3 +0.7%
ONST
881
Old North State Trust
North Carolina
$27K – – –
GEA
882
Glen Eagle Advisors
New Jersey
$27K – – –
SIS
883
Strategic Investment Solutions
Illinois
$27K +$27K +400 New
AAG
884
Armstrong Advisory Group
Massachusetts
$25.6K -$7.49K -111 -23%
POIA
885
Pin Oak Investment Advisors
Texas
$24K – – –
LS
886
Livforsakringsbolaget Skandia
Sweden
$22.3K – – –
CCA
887
Catalyst Capital Advisors
New York
$22.1K -$6.68K -99 -23%
EARNEST Partners
888
EARNEST Partners
Georgia
$22.1K – – –
WB
889
Webster Bank
Connecticut
$21.9K – – –
BLC
890
Brown, Lisle/Cummings
Rhode Island
$20.9K – – –
DWMG
891
DB Wealth Management Group
California
$20.5K – – –
JWA
892
JFS Wealth Advisors
Pennsylvania
$19.5K +$944 +14 +5%
BSB
893
Bangor Savings Bank
Maine
$19.3K – – –
SWA
894
Sutton Wealth Advisors
Florida
$19K -$1.82K -27 -9%
AI
895
AXS Investments
New York
$18.1K -$877 -13 -5%
AFS
896
Annapolis Financial Services
Maryland
$17.5K – – –
CTB
897
Country Trust Bank
Illinois
$17.5K – – –
PGAM
898
Princeton Global Asset Management
New Jersey
$16.9K – – –
CCP
899
Carmel Capital Partners
California
$16.9K +$16.9K +250 New
HS
900
Horan Securities
United States
$15.8K – – –
34 35
36
37 38