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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 %
CWC
876
Carolinas Wealth Consulting
North Carolina
$6.06K -$2.38K -40 -28%
CAL
877
Capital Analysts LLC
Pennsylvania
$6K +$6K +110 New
RTL
878
Red Tortoise LLC
Georgia
$5.84K – – –
AWA
879
Authentikos Wealth Advisory
California
$5.78K +$5.78K +101 New
DSC
880
Duncker Streett & Co
Missouri
$5.72K – – –
AWM
881
Abound Wealth Management
Tennessee
$5.38K +$744 +13 +16%
HWM
882
Horizons Wealth Management
North Carolina
$5.09K – – –
NMG
883
New Millennium Group
Utah
$4.41K +$4.41K +77 New
NIC
884
Northwest Investment Counselors
Oregon
$4.29K – – –
PAI
885
Pittenger & Anderson Inc
Nebraska
$4.12K – – –
SSG
886
Summit Securities Group
New York
$4K -$8K -124 -67%
WPA
887
West Paces Advisors
Georgia
$3.78K – – –
JPWM
888
Jamison Private Wealth Management
Georgia
$3.72K +$3.72K +65 New
FWM
889
Focused Wealth Management
New York
$2.86K – – –
DIP
890
DT Investment Partners
Pennsylvania
$2.58K – – –
BWS
891
Buck Wealth Strategies
Colorado
$2.54K – – –
OC
892
Oakworth Capital
Alabama
$2.29K – – –
MIA
893
Milestone Investment Advisors
Wisconsin
$2.29K +$2.29K +40 New
TIM
894
Tortoise Investment Management
New York
$2.23K – – –
MA
895
MCF Advisors
Kentucky
$2.23K – – –
PCTC
896
Perkins Coie Trust Company
Washington
$2.12K +$2.12K +37 New
HBW
897
Hazlett, Burt & Watson
West Virginia
$2K +$2K +34 New
SIA
898
SkyView Investment Advisors
New Jersey
$2K +$2K +40 New
SFG
899
Steward Financial Group
Texas
$2K +$2K +42 New
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99K – – –
34 35
36
37 38