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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 %
PAI
926
Pittenger & Anderson Inc
Nebraska
$4.86K – – –
TAM
927
Tucker Asset Management
Colorado
$4.79K +$4.79K +71 New
BCMLT
928
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.59K – – –
RWPA
929
Richard W. Paul & Associates
Michigan
$4.38K – – –
SC
930
Schubert & Co
Texas
$4.11K +$67 +1 +2%
GFWA
931
Grey Fox Wealth Advisors
Delaware
$3.8K +$3.8K +56 New
FDCDDQ
932
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.71K +$3.71K +55 New
NC
933
NewSquare Capital
Pennsylvania
$3.64K +$3.64K +54 New
LF
934
Lee Financial
Texas
$3.4K -$680 -10 -17%
RI
935
Ridgewood Investments
New Jersey
$3.31K +$3.31K +49 New
HWM
936
Horizons Wealth Management
North Carolina
$3.24K – – –
DIP
937
DT Investment Partners
Pennsylvania
$3.16K – – –
SIS
938
Sound Income Strategies
Florida
$2.9K – – –
OC
939
Oakworth Capital
Alabama
$2.7K – – –
MIA
940
Milestone Investment Advisors
Wisconsin
$2.7K +$2.7K +40 New
MA
941
MCF Advisors
Kentucky
$2.63K – – –
TIM
942
Tortoise Investment Management
New York
$2.63K – – –
HWA
943
HHM Wealth Advisors
Tennessee
$2.43K – – –
BCPWM
944
Bradley & Co Private Wealth Management
Florida
$2.36K – – –
DI
945
Disciplined Investments
Oklahoma
$2.29K -$67 -1 -3%
AIM
946
Anchor Investment Management
South Carolina
$2.09K – – –
Parallax Volatility Advisers
947
Parallax Volatility Advisers
California
$2.02K -$2.02K -30 -50%
PCM
948
Penserra Capital Management
California
$2K -$3.27M -49,092 -100%
SIC
949
SJS Investment Consulting
Ohio
$1.96K -$337 -5 -15%
TCA
950
Trifecta Capital Advisors
Illinois
$1.89K – – –
36 37
38
39 40