XEL icon

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 %
AWM
326
AE Wealth Management
Kansas
$1.73M -$19.6K -315 -1%
CBT
327
Central Bank & Trust
Kentucky
$1.71M -$189K -3,044 -10%
IA
328
Icon Advisers
Colorado
$1.7M – – –
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$1.65M +$80.8K +1,300 +5%
Man Group
330
Man Group
United Kingdom
$1.64M +$1.64M +26,310 New
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$86.4K +1,389 +6%
KNW
332
Kesler Norman & Wride
Utah
$1.63M +$17.9K +288 +1%
AIM
333
Aigen Investment Management
New York
$1.61M +$1.61M +25,951 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$135K +2,169 +9%
AWM
335
Apollon Wealth Management
South Carolina
$1.58M +$675K +10,852 +74%
GCM
336
Graham Capital Management
Connecticut
$1.57M +$1.57M +25,314 New
BFG
337
Berger Financial Group
Minnesota
$1.57M +$409K +6,583 +35%
MYAM
338
Meiji Yasuda Asset Management
Japan
$1.55M -$26.1K -420 -2%
BBNA
339
Bremer Bank National Association
Minnesota
$1.5M -$5.16K -83 -0.3%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$1.49M -$139K -2,230 -8%
MLICM
341
Metropolitan Life Insurance Company (MetLife)
New York
$1.49M -$30.7K -493 -2%
GWWM
342
Great Waters Wealth Management
Minnesota
$1.47M -$88K -1,416 -6%
API
343
Advisor Partners II
California
$1.46M -$55.1K -887 -4%
WPC
344
White Pine Capital
Minnesota
$1.46M -$90.7K -1,459 -6%
VBFP
345
Valtinson Bruner Financial Planning
Minnesota
$1.46M -$45K -724 -3%
NG
346
NatWest Group
United Kingdom
$1.45M -$188K -3,021 -11%
QIM
347
Quantitative Investment Management
Virginia
$1.45M +$1.45M +23,288 New
Los Angeles Capital Management
348
Los Angeles Capital Management
California
$1.42M -$662K -10,645 -32%
BF
349
BOK Financial
Oklahoma
$1.42M -$60.1K -967 -4%
FCBT
350
First Citizens Bank & Trust
North Carolina
$1.39M +$368K +5,913 +36%
12 13
14
15 16