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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 Market Value Shares Shares
Change 		Shares
Change %
AFG
1026
Albion Financial Group
Utah
– – -210 Closed
SC
1027
Seldon Capital
California
– – -195 Closed
DFCM
1028
Dark Forest Capital Management
Puerto Rico
– – -190 Closed
SIC
1029
Salem Investment Counselors
North Carolina
– – -155 Closed
MWM
1030
MinichMacGregor Wealth Management
New York
– – -150 Closed
AWM
1031
Activest Wealth Management
Florida
– – -105 Closed
CMA
1032
Cedar Mountain Advisors
Oregon
– – -89 Closed
FGAM
1033
Financial Gravity Asset Management
Texas
– – -70 Closed
HCM
1034
Hollencrest Capital Management
California
– – -70 Closed
MPCL
1035
My Personal CFO LLC
Washington
– – -62 Closed
CS
1036
Comerica Securities
Michigan
– – -62 Closed
CSWM
1037
Cassady Schiller Wealth Management
Ohio
– – -21 Closed
ANBT
1038
American National Bank & Trust
Texas
– – -19 Closed
CCMI
1039
Creative Capital Management Investments
California
– – -16 Closed
ST
1040
Sageworth Trust
Pennsylvania
– – -14 Closed
Capital Fund Management (CFM)
1041
Capital Fund Management (CFM)
France
– – – –
MS
1042
Maven Securities
Jersey
– – – –
Wolverine Trading
1043
Wolverine Trading
Illinois
– – – –
Twin Tree Management
1044
Twin Tree Management
Texas
– – – –
CAM
1045
CenterStar Asset Management
Illinois
– – – –
Capstone Investment Advisors
1046
Capstone Investment Advisors
New York
– – – –
SSG
1047
Summit Securities Group
New York
– – – –
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