XEL icon

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$286M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.27B
3
N
3
Natixis
France
$23.3M
4
Bank of America
4
Bank of America
North Carolina
$707M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
901
Country Trust Bank
Illinois
$18.2K -$6.38K -91 -26%
AFS
902
Annapolis Financial Services
Maryland
$18.2K – – –
TSWM
903
Tyler-Stone Wealth Management
Ohio
$18K – – –
PGAM
904
Princeton Global Asset Management
New Jersey
$18K – – –
QL
905
Quarry LP
New York
$17.4K +$17.4K +248 New
FWA
906
Freedom Wealth Alliance
Wisconsin
$17.1K +$17.1K +244 New
HS
907
Horan Securities
United States
$16.5K +$4.98K +71 +43%
AWM
908
Atticus Wealth Management
Florida
$16.1K – – –
GWSA
909
Global Wealth Strategies & Associates
Colorado
$16K +$16K +228 New
RFS
910
Retirement Financial Solutions
Tennessee
$15.1K +$15.1K +215 New
CT
911
Clearstead Trust
Maine
$15K – – –
AFG
912
Albion Financial Group
Utah
$14.7K – – –
SCA
913
Stuart Chaussee & Associates
California
$14.2K – – –
SC
914
Seldon Capital
California
$13.7K – – –
KHC
915
Koesten Hirschmann & Crabtree
Kansas
$13.5K +$13.5K +192 New
DFCM
916
Dark Forest Capital Management
Puerto Rico
$13.3K +$13.3K +190 New
VNA
917
Valley National Advisers
Pennsylvania
$12K – – –
KFS
918
Kelly Financial Services
Massachusetts
$11.9K – – –
SIC
919
Salem Investment Counselors
North Carolina
$10.9K +$10.9K +155 New
LS
920
Leelyn Smith
Illinois
$10.5K +$2.73K +150 +35%
MWM
921
MinichMacGregor Wealth Management
New York
$10.5K +$10.5K +150 New
CAC
922
Core Alternative Capital
Georgia
$10.1K – – –
BAAM
923
Baker Avenue Asset Management
California
$9.75K +$9.75K +139 New
CWM
924
CarsonAllaria Wealth Management
Illinois
$9K +$70 +1 +0.8%
CWC
925
Carolinas Wealth Consulting
North Carolina
$8.19K +$4.24K +60 +107%
35 36
37
38 39