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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 %
LWANC
901
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.5K -$2.02K -30 -12%
AWM
902
Atticus Wealth Management
Florida
$15.5K – – –
GWSA
903
Global Wealth Strategies & Associates
Colorado
$15.4K – – –
CT
904
Clearstead Trust
Maine
$14.1K – – –
SCA
905
Stuart Chaussee & Associates
California
$13.6K – – –
DSC
906
Duncker Streett & Co
Missouri
$13.5K -$6.74K -100 -33%
KHC
907
Koesten Hirschmann & Crabtree
Kansas
$12.9K – – –
VNA
908
Valley National Advisers
Pennsylvania
$12K – – –
Commonwealth Equity Services
909
Commonwealth Equity Services
Massachusetts
$11.8K -$229 -3,390 -2%
CAC
910
Core Alternative Capital
Georgia
$11.6K +$1.88K +28 +19%
KFS
911
Kelly Financial Services
Massachusetts
$11.5K – – –
CUAMC
912
China Universal Asset Management Company
China
$11.2K +$11.2K +166 New
CWC
913
Carolinas Wealth Consulting
North Carolina
$9.51K +$1.63K +24 +21%
CWM
914
CarsonAllaria Wealth Management
Illinois
$8.78K +$68 +1 +0.8%
TF
915
TimeScale Financial
Massachusetts
$8.3K +$135 +2 +2%
ACA
916
Atlas Capital Advisors
Wyoming
$7.28K – – –
CG
917
Cutler Group
California
$7K -$25.7K -426 -79%
BIA
918
Bell Investment Advisors
California
$6.88K +$3.31K +49 +92%
RTL
919
Red Tortoise LLC
Georgia
$6.41K – – –
SFG
920
Steward Financial Group
Texas
$6K +$3.51K +59 +140%
AWM
921
Abound Wealth Management
Tennessee
$5.47K +$3.17K +47 +138%
WPA
922
West Paces Advisors
Georgia
$5.33K – – –
APC
923
Aspire Private Capital
North Carolina
$5.19K -$540 -8 -9%
NIC
924
Northwest Investment Counselors
Oregon
$5.06K +$5.06K +75 New
BAAM
925
Baker Avenue Asset Management
California
$4.92K -$4.45K -66 -47%
35 36
37
38 39