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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 %
HCS
1051
Himension Capital (Singapore)
Singapore
– -$208K -3,632 Closed
SIM
1052
Sentry Investment Management
Wisconsin
– -$182K -3,176 Closed
Cohen & Steers
1053
Cohen & Steers
New York
– -$140K -2,438 Closed
RTC
1054
Riverview Trust Company
Washington
– -$133K -2,333 Closed
AP
1055
Arlington Partners
Alabama
– -$125K -2,177 Closed
BAAM
1056
Baker Avenue Asset Management
California
– -$90.7K -1,585 Closed
Legacy Financial Group (Iowa)
1057
Legacy Financial Group (Iowa)
Iowa
– -$78.5K -1,372 Closed
DGAM
1058
Desjardins Global Asset Management
Quebec, Canada
– -$59.3K -1,036 Closed
PI
1059
PEAK6 Investments
Illinois
– -$34.5K -603 Closed
PMFA
1060
Plante Moran Financial Advisors
Michigan
– -$29.5K -515 Closed
ITIM
1061
Indiana Trust & Investment Management
Indiana
– -$23.2K -406 Closed
EARNEST Partners
1062
EARNEST Partners
Georgia
– -$18.7K -327 Closed
CCP
1063
Carmel Capital Partners
California
– -$14.3K -250 Closed
BSB
1064
Bangor Savings Bank
Maine
– -$13.8K -241 Closed
CT
1065
Clearstead Trust
Maine
– -$12K -209 Closed
AWA
1066
Authentikos Wealth Advisory
California
– -$5.78K -101 Closed
NIC
1067
Northwest Investment Counselors
Oregon
– -$4.29K -75 Closed
BWS
1068
Buck Wealth Strategies
Colorado
– -$2.54K -44 Closed
SIA
1069
SkyView Investment Advisors
New Jersey
– -$2K -40 Closed
MIA
1070
Milestone Investment Advisors
Wisconsin
– -$2.29K -40 Closed
PCTC
1071
Perkins Coie Trust Company
Washington
– -$2.12K -37 Closed
HBW
1072
Hazlett, Burt & Watson
West Virginia
– -$2K -34 Closed
FPFS
1073
First Personal Financial Services
North Carolina
– -$1.66K -29 Closed
NFSG
1074
Newbridge Financial Services Group
Florida
– -$973 -17 Closed
CHC
1075
City Holding Co
West Virginia
– -$400 -7 Closed
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