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Xcel Energy
XEL

Overview Fund Activity

957 hedge funds and large institutions have $26.5B invested in Xcel Energy in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 337 increasing their positions, 332 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
15.09%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
92
Increased
337
Reduced
332
Closed
96
Calls
$65.9M
Puts
$10.5M
Net Calls
+$55.4M
Net Calls Change
-$31.3M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$992M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$82M
3
Morgan Stanley
3
Morgan Stanley
New York
$367M
4
IIM
4
INTECH Investment Management
Florida
$54.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$985M

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
2
Deutsche Bank
Germany
$122M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGAM
276
iA Global Asset Management
Quebec, Canada
$2.89M +$2.89M +46,451 New
JFL
277
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.87M -$323K -5,200 -10%
SFS
278
Stiles Financial Services
Minnesota
$2.84M +$49.9K +802 +2%
FC
279
FORA Capital
Florida
$2.8M +$2.8M +45,070 New
WS
280
Wedbush Securities
California
$2.8M -$20K -321 -0.7%
SAM
281
Securian Asset Management
Minnesota
$2.79M -$20.8K -334 -0.7%
KAS
282
Kestra Advisory Services
Texas
$2.77M -$196K -3,156 -7%
AAM
283
Advisors Asset Management
Colorado
$2.77M +$19.6K +315 +0.7%
CGH
284
Crossmark Global Holdings
Texas
$2.76M -$34.3K -546 -1%
KRS
285
Kentucky Retirement Systems
Kentucky
$2.75M +$61K +981 +2%
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$2.66M +$23.4K +377 +0.9%
VHAM
287
Van Hulzen Asset Management
California
$2.66M +$149K +2,400 +6%
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$2.62M -$50.5K -813 -2%
CA
289
Cornerstone Advisors
North Carolina
$2.52M +$970K +15,600 +62%
William Blair & Company
290
William Blair & Company
Illinois
$2.49M +$97.5K +1,569 +4%
EIA
291
Edgemoor Investment Advisors
Maryland
$2.48M – – –
AIP
292
ARS Investment Partners
New York
$2.46M -$117K -1,875 -5%
Wealthfront Advisers
293
Wealthfront Advisers
California
$2.43M -$26.7K -430 -1%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$2.42M +$947K +15,235 +64%
HIMCH
295
Hartford Investment Management Co (HIMCO)
Connecticut
$2.42M -$468K -7,530 -16%
AWM
296
Avitas Wealth Management
California
$2.39M +$15.5K +250 +0.7%
MWM
297
Mission Wealth Management
California
$2.35M -$504K -8,108 -18%
TIMH
298
Tilt Investment Management Holdings
New York
$2.29M – – –
Acadian Asset Management
299
Acadian Asset Management
Massachusetts
$2.29M -$58.8K -946 -3%
VPIM
300
Vanguard Personalized Indexing Management
California
$2.24M +$511K +8,225 +30%
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