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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 %
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$9.89K +159 +0.9%
FMWA
377
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$1.08M +17,335 New
GT
378
Glenmede Trust
Pennsylvania
$1.07M – – –
HVM
379
Harvest Volatility Management
Connecticut
$1.05M -$174K -2,794 -14%
EF
380
Empirical Finance
Pennsylvania
$1.05M +$124K +1,995 +13%
BBVA
381
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M -$1.71M -27,486 -62%
OTL
382
Oak Thistle LLC
New York
$1.04M +$802K +12,907 +339%
TRCT
383
Tower Research Capital (TRC)
New York
$1.03M -$98.6K -1,586 -9%
WWM
384
Western Wealth Management
Colorado
$1.02M +$43.5K +700 +4%
WA
385
WealthTrust Axiom
Pennsylvania
$1.02M – – –
DWM
386
Dechtman Wealth Management
Colorado
$1.02M +$1.02M +16,333 New
Balyasny Asset Management
387
Balyasny Asset Management
Illinois
$1.01M +$1.01M +16,273 New
DAS
388
Dynamic Advisor Solutions
Arizona
$1.01M +$145K +2,331 +17%
NSEDCP
389
NJ State Employees Deferred Compensation Plan
New Jersey
$1.01M – – –
TC
390
Telemus Capital
Michigan
$988K -$110K -1,774 -10%
CCG
391
Cypress Capital Group
Florida
$984K -$212K -3,418 -18%
SPA
392
Sherbrooke Park Advisers
New York
$980K -$58.1K -935 -6%
CBA
393
Coastal Bridge Advisors
Connecticut
$970K +$970K +15,597 New
BDFN
394
Bond & Devick Financial Network
Minnesota
$968K +$187 +3 +0%
MPPW
395
Mitchell & Pahl Private Wealth
Oklahoma
$952K +$71.3K +1,147 +8%
NP
396
NorthRock Partners
Minnesota
$944K -$162K -2,598 -15%
AAS
397
Avantax Advisory Services
Texas
$938K -$68.7K -1,105 -7%
Bessemer Group
398
Bessemer Group
New Jersey
$934K +$609K +9,796 +187%
AG
399
Advocate Group
Minnesota
$934K +$15.2K +244 +2%
BCM
400
Bayesian Capital Management
New York
$924K +$924K +14,865 New
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