XEL icon

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 %
JPWM
976
Jamison Private Wealth Management
Georgia
$4.03K – – –
LF
977
Lee Financial
Texas
$3.62K +$3.62K +58 New
FWM
978
Focused Wealth Management
New York
$3.1K – – –
SSG
979
Summit Securities Group
New York
$3K -$1.23K -18 -29%
AW
980
Avion Wealth
Texas
$3K +$941 +16 +46%
DIP
981
DT Investment Partners
Pennsylvania
$2.69K – – –
TFM
982
TFC Financial Management
Massachusetts
$2.6K +$1.92K +31 +282%
MA
983
MCF Advisors
Kentucky
$2.42K – – –
TIM
984
Tortoise Investment Management
New York
$2.41K – – –
SIC
985
SJS Investment Consulting
Ohio
$2.35K +$495 +8 +27%
TVAMP
986
Tennessee Valley Asset Management Partners
Tennessee
$2.31K +$2.31K +37 New
DF
987
Dunhill Financial
United Kingdom
$2.15K +$2.15K +35 New
AIM
988
Anchor Investment Management
South Carolina
$1.92K – – –
DPW
989
DiNuzzo Private Wealth
Pennsylvania
$1.86K +$1.86K +30 New
BCMLT
990
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.83K – – –
LA
991
LM Advisors
California
$1.8K +$1.8K +29 New
TCA
992
Trifecta Capital Advisors
Illinois
$1.73K – – –
ANBT
993
American National Bank & Trust
Texas
$1.61K +$1.61K +26 New
AT
994
Arlington Trust
Alabama
$1.55K -$133K -2,152 -99%
PIS
995
POM Investment Strategies
North Carolina
$1.3K +$1.3K +21 New
KFI
996
Key Financial Inc
Pennsylvania
$1.24K – – –
FSWA
997
Financial Synergies Wealth Advisors
Texas
$1.05K +$1.05K +15 New
TFA
998
Transamerica Financial Advisors
Florida
$1K -$100 -1 -9%
LIWM
999
Long Island Wealth Management
New York
$1K +$1K +10 New
CPG
1000
Cornerstone Planning Group
New Jersey
$929 – – –
38 39
40
41 42