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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 %
P
1001
Pitcairn
Pennsylvania
– -$207K -3,324 Closed
ILI
1002
Invesco LLC (Illinois)
Illinois
– -$206K -3,321 Closed
SBIA
1003
Sheaff Brock Investment Advisors
Indiana
– -$206K -3,316 Closed
CWS
1004
Confluence Wealth Services
Pennsylvania
– -$206K -3,307 Closed
FBC
1005
Fairfield, Bush & Co
Connecticut
– -$205K -3,305 Closed
FWM
1006
FFT Wealth Management
Pennsylvania
– -$203K -3,271 Closed
MIM
1007
Morningstar Investment Management
Illinois
– -$203K -3,268 Closed
WCM
1008
Windsor Capital Management
Arizona
– -$201K -3,238 Closed
SWM
1009
Segment Wealth Management
Texas
– -$201K -3,229 Closed
DCM
1010
Dupont Capital Management
Delaware
– -$120K -1,935 Closed
HIA
1011
Harbor Investment Advisory
Maryland
– -$91.3K -1,469 Closed
WTG
1012
West Tower Group
Virginia
– -$69.1K -1,112 Closed
CFO
1013
CVA Family Office
Colorado
– -$61.1K -983 Closed
PI
1014
PineBridge Investments
New York
– -$56.5K -908 Closed
HH
1015
HWG Holdings
Texas
– -$50.7K -816 Closed
VWM
1016
Valley Wealth Managers
New Jersey
– -$41.7K -671 Closed
IUHSA
1017
Itau Unibanco Holding S.A.
Brazil
– -$37.4K -601 Closed
LFASL
1018
Lugano Financial Advisors SA (LFA)
Switzerland
– -$21.8K -350 Closed
HS
1019
Horan Securities
United States
– -$14.6K -235 Closed
SF
1020
Safeguard Financial
Wisconsin
– -$14K -234 Closed
WP
1021
WealthPLAN Partners
Nebraska
– -$12.4K -200 Closed
PIAS
1022
PCA Investment Advisory Services
Ohio
– -$12.1K -194 Closed
AI
1023
AXS Investments
New York
– -$10.3K -166 Closed
RI
1024
Ridgewood Investments
New Jersey
– -$3.05K -49 Closed
BG
1025
Bollard Group
Massachusetts
– -$2K -35 Closed
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