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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
$3.67B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.23B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.06B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$91M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$67.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Ameriprise
Ameriprise
Minnesota
$105M
4
AllianceBernstein
AllianceBernstein
Tennessee
$46.4M
5
BC
Brookfield Corp
Ontario, Canada
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
901
Anchor Investment Management
South Carolina
$1.77K – – –
SIC
902
SJS Investment Consulting
Ohio
$1.72K +$286 +5 +20%
FPFS
903
First Personal Financial Services
North Carolina
$1.66K – – –
TCA
904
Trifecta Capital Advisors
Illinois
$1.6K – – –
KFI
905
Key Financial Inc
Pennsylvania
$1.14K -$3.95K -69 -78%
TFA
906
Transamerica Financial Advisors
Florida
$1K +$91 +1 +10%
AW
907
Avion Wealth
Texas
$1K +$543 +19 +119%
NFSG
908
Newbridge Financial Services Group
Florida
$973 – – –
CPG
909
Cornerstone Planning Group
New Jersey
$858 -$2.92K -51 -77%
WA
910
WestEnd Advisors
North Carolina
$801 +$801 +14 New
TFM
911
TFC Financial Management
Massachusetts
$630 – – –
ECM
912
Everence Capital Management
Indiana
$558 – – –
CCA
913
Column Capital Advisors
Indiana
$515 -$286 -5 -36%
TWP
914
TFO Wealth Partners
Ohio
$497 +$497 +8 New
IPW
915
Impact Partnership Wealth
Georgia
$401 – – –
TWD
916
True Wealth Design
Ohio
$401 – – –
LCM
917
Logan Capital Management
Pennsylvania
$401 – – –
CHC
918
City Holding Co
West Virginia
$400 +$400 +7 New
FGAM
919
Financial Gravity Asset Management
Texas
$326 -$4.73K -58 -94%
CA
920
Crewe Advisors
Utah
$229 +$57 +1 +33%
BWM
921
Baystate Wealth Management
Massachusetts
$58 – – –
Kayne Anderson Rudnick Investment Management
922
Kayne Anderson Rudnick Investment Management
California
$57 – – –
VRS
923
Virginia Retirement Systems
Virginia
– -$27.6M -443,304 Closed
SSA
924
Schonfeld Strategic Advisors
New York
– -$24.9M -400,327 Closed
ECM
925
ExodusPoint Capital Management
New York
– -$14.3M -229,582 Closed
35 36
37
38 39