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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 %
SIS
951
Sound Income Strategies
Florida
$3.02K – – –
HWM
952
Horizons Wealth Management
North Carolina
$3K – – –
OC
953
Oakworth Capital
Alabama
$2.8K – – –
TIM
954
Tortoise Investment Management
New York
$2.73K – – –
MA
955
MCF Advisors
Kentucky
$2.73K – – –
HWA
956
HHM Wealth Advisors
Tennessee
$2.52K +$2.52K +36 New
DI
957
Disciplined Investments
Oklahoma
$2.45K -$561 -8 -19%
BCPWM
958
Bradley & Co Private Wealth Management
Florida
$2.45K – – –
AWM
959
Abound Wealth Management
Tennessee
$2.39K – – –
SIC
960
SJS Investment Consulting
Ohio
$2.38K -$140 -2 -6%
AIM
961
Anchor Investment Management
South Carolina
$2.17K – – –
CCA
962
Column Capital Advisors
Indiana
$2.03K +$1.05K +15 +107%
TFA
963
Transamerica Financial Advisors
Florida
$2K +$1.2K +15 +150%
SFG
964
Steward Financial Group
Texas
$2K +$2K +42 New
TCA
965
Trifecta Capital Advisors
Illinois
$1.96K +$1.96K +28 New
CSWM
966
Cassady Schiller Wealth Management
Ohio
$1.47K +$1.47K +21 New
FSWA
967
Financial Synergies Wealth Advisors
Texas
$1.05K – – –
ANBT
968
American National Bank & Trust
Texas
$1K – – –
ST
969
Sageworth Trust
Pennsylvania
$1K +$1K +14 New
CCMI
970
Creative Capital Management Investments
California
$1K +$1K +16 New
GBT
971
Grove Bank & Trust
Florida
$1K +$1K +20 New
ECM
972
Everence Capital Management
Indiana
$990 – – –
WA
973
WestEnd Advisors
North Carolina
$841 +$210 +3 +33%
FGAM
974
Financial Gravity Asset Management
Texas
$795 +$795 +70 New
TFM
975
TFC Financial Management
Massachusetts
$771 – – –
37 38
39
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