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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 %
JCIA
976
Jackson Creek Investment Advisors
Colorado
– -$324K -5,209 Closed
ISWM
977
Independent Solutions Wealth Management
New York
– -$305K -4,907 Closed
BG
978
Benedetti & Gucer
Georgia
– -$303K -4,873 Closed
LIM
979
Leavell Investment Management
Alabama
– -$305K -4,860 Closed
DTL
980
Dynamic Technology Lab
Singapore
– -$293K -4,715 Closed
AT
981
Arvest Trust
Oklahoma
– -$287K -4,571 Closed
RC
982
Resolution Capital
Australia
– -$284K -4,566 Closed
LSPW
983
Lake Street Private Wealth
Illinois
– -$282K -4,531 Closed
FCP
984
Fidelis Capital Partners
Florida
– -$280K -4,503 Closed
WP
985
WealthSource Partners
California
– -$268K -4,313 Closed
CWM
986
Chesapeake Wealth Management
Virginia
– -$262K -4,212 Closed
WPC
987
Wedmont Private Capital
Pennsylvania
– -$265K -4,116 Closed
VIA
988
Vident Investment Advisory
Georgia
– -$255K -4,088 Closed
APA
989
Astoria Portfolio Advisors
New York
– -$256K -3,978 Closed
KI
990
Kapitalo Investimentos
Brazil
– -$244K -3,923 Closed
KP
991
Keel Point
Alabama
– -$239K -3,850 Closed
WIC
992
Woodmont Investment Counsel
Tennessee
– -$238K -3,825 Closed
SCM
993
Schnieders Capital Management
California
– -$232K -3,725 Closed
CW
994
CreativeOne Wealth
Kansas
– -$228K -3,671 Closed
HIS
995
Horizon Investment Services
Indiana
– -$221K -3,549 Closed
GSEP
996
Golden State Equity Partners
California
– -$214K -3,447 Closed
MFA
997
McClarren Financial Advisors
Pennsylvania
– -$210K -3,386 Closed
BTW
998
Boston Trust Walden
Massachusetts
– -$208K -3,347 Closed
NL
999
NWAM LLC
Washington
– -$208K -3,337 Closed
HR
1000
Howe & Rusling
New York
– -$207K -3,336 Closed
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40
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