XEL icon

Xcel Energy
XEL

Overview Fund Activity

964 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

Holders
964
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
15.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
90
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.02B
2
Bank of America
2
Bank of America
North Carolina
$833M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$901M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Cohen & Steers
5
Cohen & Steers
New York
$111M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$78.9M
2
Capital International Investors
2
Capital International Investors
California
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$260M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
1001
Orgel Wealth Management
Wisconsin
– -$232K -3,307 Closed
MCC
1002
Money Concepts Capital
Florida
– -$226K -3,221 Closed
HC
1003
Hamilton Capital
Ohio
– -$215K -3,066 Closed
AWE
1004
Avidian Wealth Enterprises
Texas
– -$210K -2,991 Closed
MFA
1005
Mayflower Financial Advisors
Massachusetts
– -$208K -2,968 Closed
HNW
1006
High Note Wealth
Minnesota
– -$206K -2,935 Closed
GHA
1007
GW Henssler & Associates
Georgia
– -$206K -2,935 Closed
PFM
1008
Patton Fund Management
Texas
– -$205K -2,930 Closed
EIG
1009
Ellenbecker Investment Group
Wisconsin
– -$205K -2,929 Closed
BIM
1010
Baldwin Investment Management
Pennsylvania
– -$202K -2,885 Closed
PGFC
1011
Peapack-Gladstone Financial Corp
New Jersey
– -$202K -2,880 Closed
TCA
1012
Transcend Capital Advisors
New Jersey
– -$202K -2,876 Closed
EW
1013
Evoke Wealth
California
– -$202K -2,863 Closed
WI
1014
WJ Interests
Texas
– -$143K -2,034 Closed
O
1015
Ossiam
France
– -$80.8K -1,153 Closed
MS
1016
Madden Securities
Texas
– -$79.5K -1,134 Closed
AWM
1017
Accurate Wealth Management
Florida
– -$74.9K -1,038 Closed
LWP
1018
Laurel Wealth Planning
Minnesota
– -$70.1K -1,000 Closed
CJL
1019
Cyrus J. Lawrence
New York
– -$58K -834 Closed
USCWA
1020
U.S. Capital Wealth Advisors
Texas
– -$43.7K -624 Closed
MS
1021
Marshall & Sullivan
Washington
– -$42K -599 Closed
LS
1022
Leelyn Smith
Illinois
– -$10.5K -580 Closed
ZIG
1023
Zullo Investment Group
Pennsylvania
– -$19.9K -284 Closed
FWA
1024
Freedom Wealth Alliance
Wisconsin
– -$17.1K -244 Closed
RFS
1025
Retirement Financial Solutions
Tennessee
– -$15.1K -215 Closed
38 39 40
41
42