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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 %
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$1.36M +$1.36M +21,827 New
DWM
352
Dakota Wealth Management
Florida
$1.32M +$1.32M +21,237 New
FFP
353
FourThought Financial Partners
Florida
$1.31M -$128K -2,066 -9%
BCI
354
Brinker Capital Investments
Pennsylvania
$1.29M -$29K -467 -2%
OPS
355
Orion Portfolio Solutions
Nebraska
$1.29M -$29K -467 -2%
SDIC
356
South Dakota Investment Council
South Dakota
$1.29M -$56K -900 -4%
Credit Agricole
357
Credit Agricole
France
$1.28M -$360K -5,784 -22%
TC
358
TownSquare Capital
Utah
$1.28M +$273K +4,391 +27%
Axa
359
Axa
France
$1.26M +$32K +514 +3%
WCA
360
Waratah Capital Advisors
Ontario, Canada
$1.26M -$4.56M -73,326 -78%
AI
361
Accredited Investors
Minnesota
$1.26M -$386K -6,206 -24%
GFS
362
GYL Financial Synergies
Connecticut
$1.25M +$1.25M +20,120 New
BAMF
363
BI Asset Management Fondsmaeglerselskab
Denmark
$1.25M +$312K +5,027 +33%
ADL
364
Asset Dedication LLC
California
$1.25M +$124K +2,004 +11%
USAA
365
United Services Automobile Association
Texas
$1.24M +$495K +7,967 +67%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M +$17.7K +284 +1%
HNB
367
Huntington National Bank
Ohio
$1.23M -$18.1K -291 -1%
NICM
368
Neo Ivy Capital Management
New York
$1.2M +$1.2M +19,317 New
V
369
Veritable
Delaware
$1.2M +$63K +1,013 +6%
AIP
370
Ameritas Investment Partners
Nebraska
$1.19M -$7.52K -121 -0.6%
GWM
371
Geneos Wealth Management
Colorado
$1.18M +$1.01M +16,235 +590%
SPC
372
Sigma Planning Corp
Michigan
$1.18M -$14.1K -227 -1%
FWTB
373
First Western Trust Bank
Colorado
$1.14M -$9.26K -149 -0.8%
HI
374
Harbour Investments
Wisconsin
$1.08M +$1.49K +24 +0.1%
FFA
375
First Foundation Advisors
California
$1.08M +$40K +643 +4%
13 14
15
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