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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 %
XT
1001
XTX Topco
Cayman Islands
– -$520K -8,125 Closed
PCMU
1002
Paragon Capital Management (Utah)
Utah
– -$504K -7,878 Closed
CAM
1003
Connacht Asset Management
New York
– -$425K -6,648 Closed
QIM
1004
Quantitative Investment Management
Virginia
– -$358K -5,598 Closed
IAA
1005
Independent Advisor Alliance
North Carolina
– -$340K -5,315 Closed
GAM
1006
Gotham Asset Management
New York
– -$330K -5,164 Closed
WA
1007
WESPAC Advisors
California
– -$327K -5,115 Closed
SIA
1008
Soltis Investment Advisors
Utah
– -$327K -5,104 Closed
CG
1009
Colony Group
Massachusetts
– -$326K -5,098 Closed
SF
1010
Symphony Financial
Texas
– -$332K -5,073 Closed
GWSG
1011
GPS Wealth Strategies Group
Colorado
– -$322K -5,033 Closed
KHCM
1012
Kettle Hill Capital Management
New York
– -$279K -4,362 Closed
TL
1013
Tradewinds LLC
North Carolina
– -$271K -4,239 Closed
DWP
1014
Destiny Wealth Partners
Florida
– -$267K -4,168 Closed
CAM
1015
Cresset Asset Management
Illinois
– -$266K -4,155 Closed
LAS
1016
LWM Advisory Services
Florida
– -$250K -3,904 Closed
PG
1017
Pendal Group
Australia
– -$245K -3,830 Closed
LFG
1018
Lockerman Financial Group
California
– -$220K -3,441 Closed
SSG
1019
Summit Securities Group
New York
– -$220K -3,439 Closed
FPIS
1020
Financial Planning & Information Services
Wisconsin
– -$216K -3,376 Closed
VIA
1021
Virtus Investment Advisers
Connecticut
– -$212K -3,307 Closed
SLG
1022
Stanley-Laman Group
Pennsylvania
– -$209K -3,260 Closed
LP
1023
LGL Partners
Pennsylvania
– -$208K -3,247 Closed
BB
1024
Busey Bank
Illinois
– -$205K -3,206 Closed
CSI
1025
Cross Staff Investments
New York
– -$169K -2,640 Closed
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