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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 %
I
951
InceptionR
California
– -$863K -13,877 Closed
XT
952
XTX Topco
Cayman Islands
– -$814K -13,092 Closed
PRC
953
Pearl River Capital
Michigan
– -$801K -12,885 Closed
TCM
954
Teza Capital Management
Illinois
– -$689K -11,087 Closed
SI
955
Shaker Investments
Ohio
– -$663K -10,658 Closed
SM
956
Sciencast Management
New Jersey
– -$603K -9,537 Closed
CIM
957
Chiron Investment Management
New York
– -$585K -9,411 Closed
PWM
958
Perigon Wealth Management
California
– -$576K -9,270 Closed
JF
959
JSF Financial
California
– -$506K -8,133 Closed
OCBCO
960
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$488K -7,843 Closed
GC
961
Garde Capital
Washington
– -$460K -7,400 Closed
SP
962
Symmetry Partners
Connecticut
– -$441K -7,090 Closed
CM
963
Capula Management
Cayman Islands
– -$434K -6,980 Closed
ACM
964
AlphaStar Capital Management
North Carolina
– -$426K -6,848 Closed
BTWM
965
Baker Tilly Wealth Management
Wisconsin
– -$408K -6,570 Closed
CCIA
966
Campbell & Co Investment Adviser
Maryland
– -$399K -6,415 Closed
DCM
967
Donaldson Capital Management
Indiana
– -$397K -6,388 Closed
MM
968
MQS Management
New York
– -$395K -6,348 Closed
CWP
969
CFM Wealth Partners
Texas
– -$392K -6,300 Closed
NRD
970
Nebula Research & Development
New York
– -$391K -6,290 Closed
JFG
971
Jefferies Financial Group
New York
– -$372K -5,987 Closed
HIM
972
Harbour Investment Management
Washington
– -$367K -5,847 Closed
BFM
973
Boothbay Fund Management
New York
– -$356K -5,732 Closed
FNBSF
974
First National Bank Sioux Falls
South Dakota
– -$355K -5,703 Closed
AFT
975
Alpha Family Trust
California
– -$331K -5,330 Closed
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