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Xcel Energy
XEL

Overview Fund Activity

1,011 hedge funds and large institutions have $27.3B invested in Xcel Energy in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 367 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+88
Holders Change %
+9.53%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
167
Increased
367
Reduced
324
Closed
67
Calls
$155M
Puts
$32.9M
Net Calls
+$122M
Net Calls Change
+$59.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.46B
2
Morgan Stanley
Morgan Stanley
New York
$744M
3
Goldman Sachs
Goldman Sachs
New York
$421M
4
ECM
ExodusPoint Capital Management
New York
$108M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.03B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.79M
4
Verition Fund Management
Verition Fund Management
Connecticut
$9.68M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
951
Fortitude Family Office
Arizona
$12.4K +$12.4K +200 New
PGAM
952
Princeton Global Asset Management
New Jersey
$12.2K -$3.28K -53 -21%
KHC
953
Koesten Hirschmann & Crabtree
Kansas
$11.9K – – –
CAC
954
Core Alternative Capital
Georgia
$11.8K – – –
SL
955
Salomon & Ludwin
Virginia
$11.7K – – –
KFS
956
Kelly Financial Services
Massachusetts
$10.5K – – –
OP
957
ORG Partners
Indiana
$9.72K +$310 +5 +3%
CWM
958
CarsonAllaria Wealth Management
Illinois
$8.25K +$62 +1 +0.8%
OC
959
Oakworth Capital
Alabama
$7.49K +$5.02K +81 +203%
ACA
960
Atlas Capital Advisors
Wyoming
$6.69K – – –
DSC
961
Duncker Streett & Co
Missouri
$6.19K – – –
CB
962
CNB Bank
Pennsylvania
$6.19K +$6.19K +100 New
EC
963
EdgeRock Capital
Colorado
$6.04K +$6.04K +101 New
EBA
964
Eagle Bay Advisors
New York
$5.94K -$39.5K -638 -87%
RTL
965
Red Tortoise LLC
Georgia
$5.88K -$433 -7 -7%
AP
966
Aspect Partners
Virginia
$5.63K +$5.63K +91 New
S
967
Sachetta
Massachusetts
$5.59K +$5.59K +90 New
CWC
968
Carolinas Wealth Consulting
North Carolina
$5.56K -$812 -13 -13%
AWM
969
Abound Wealth Management
Tennessee
$5.51K -$310 -5 -5%
HWM
970
Horizons Wealth Management
North Carolina
$5.51K – – –
FUBT
971
First United Bank & Trust
Maryland
$4.95K +$4.95K +80 New
NMG
972
New Millennium Group
Utah
$4.77K – – –
VWA
973
Valued Wealth Advisors
Utah
$4.68K +$4.68K +81 New
W
974
WealthCollab
Washington
$4.52K +$4.52K +73 New
PAI
975
Pittenger & Anderson Inc
Nebraska
$4.46K – – –
37 38
39
40 41