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

Top Sellers

1
MAM
Magellan Asset Management
Australia
$204M
2
Deutsche Bank
Deutsche Bank
Germany
$122M
3
ESCM
Echo Street Capital Management
New York
$0
4
Cohen & Steers
Cohen & Steers
New York
$2.16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
301
First Dallas Securities
Texas
$2.23M -$83.4K -1,341 -4%
LMIM
302
Lockheed Martin Investment Management
Maryland
$2.22M +$230K +3,700 +12%
RBA
303
Richard Bernstein Advisors
New York
$2.22M – – –
SPIA
304
Steward Partners Investment Advisory
New York
$2.18M -$144K -2,323 -6%
NB
305
Norinchukin Bank
Japan
$2.17M -$78.2K -1,258 -3%
PFA
306
Peak Financial Advisors
Colorado
$2.16M +$237K +3,805 +12%
Cohen & Steers
307
Cohen & Steers
New York
$2.16M -$100M -1,611,217 -98%
KBC Group
308
KBC Group
Belgium
$2.13M – – –
QT
309
Quantbot Technologies
New York
$2.04M -$55.1K -887 -3%
SAM
310
Shell Asset Management
Netherlands
$2.04M -$33K -531 -2%
OC
311
Oppenheimer & Co
New York
$2.04M -$20K -321 -1%
EP
312
EPIQ Partners
Minnesota
$2M +$62 +1 +0%
QCM
313
Quantinno Capital Management
New York
$1.99M +$1.01M +16,324 +104%
Baird Financial Group
314
Baird Financial Group
Wisconsin
$1.97M -$606K -9,747 -23%
FBT
315
First Bank & Trust
South Dakota
$1.96M – – –
Cerity Partners
316
Cerity Partners
New York
$1.83M -$2.86M -45,892 -61%
CAM
317
Cresset Asset Management
Illinois
$1.81M +$1.48M +23,706 +450%
BPA
318
Beacon Pointe Advisors
California
$1.78M -$563K -9,049 -24%
MGP
319
Metis Global Partners
California
$1.78M +$714K +11,484 +67%
DADC
320
D.A. Davidson & Co
Montana
$1.77M +$214K +3,448 +14%
Simplex Trading
321
Simplex Trading
Illinois
$1.77M +$1.77M +28,468 New
Walleye Trading
322
Walleye Trading
New York
$1.76M -$669K -10,762 -28%
KeyBank National Association
323
KeyBank National Association
Ohio
$1.74M -$69.8K -1,122 -4%
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$43.6K +702 +3%
CA
325
Claro Advisors
Massachusetts
$1.73M -$119K -1,907 -6%
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