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Xcel Energy
XEL

Overview Fund Activity

933 hedge funds and large institutions have $27.1B invested in Xcel Energy in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 367 increasing their positions, 279 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-5
Holders Change %
-0.53%
% of All Funds
16.13%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
76
Increased
367
Reduced
279
Closed
73
Calls
$73.5M
Puts
$56.1M
Net Calls
+$17.4M
Net Calls Change
-$17.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$222M
2
Deutsche Bank
Deutsche Bank
Germany
+$194M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$74.6M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$66.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$523M
2
Victory Capital Management
Victory Capital Management
Texas
-$66M
3
Citadel Advisors
Citadel Advisors
Florida
-$62.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$57.6M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
401
Arax Advisory Partners
Colorado
$911K -$960 -15 -0.1%
GT
402
Glenmede Trust
Pennsylvania
$910K -$46.7K -730 -5%
ECM
403
Everence Capital Management
Indiana
$903K – – –
RIG
404
Roosevelt Investment Group
New York
$902K – – –
BSW
405
Buckingham Strategic Wealth
Missouri
$900K +$363K +5,679 +68%
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$898K -$190K -2,966 -17%
AWM
407
Apollon Wealth Management
South Carolina
$891K +$111K +1,741 +14%
DC
408
DeDora Capital
California
$886K +$6.34K +99 +0.7%
GVAG
409
Great Valley Advisor Group
Delaware
$876K -$1.02K -16 -0.1%
SSWM
410
Sheets Smith Wealth Management
North Carolina
$875K +$320K +5,000 +58%
AG
411
Advocate Group
Minnesota
$869K – – –
DWT
412
Dorsey & Whitney Trust
South Dakota
$865K -$111K -1,729 -11%
GWM
413
Geneos Wealth Management
Colorado
$862K -$1,000K -15,634 -54%
HI
414
Horizon Investments
North Carolina
$862K +$579K +9,043 +205%
BB
415
Bell Bank
North Dakota
$853K +$164K +2,557 +24%
ANB
416
Amarillo National Bank
Texas
$851K +$191K +2,982 +29%
ACP
417
Aveo Capital Partners
Colorado
$842K -$24.9K -389 -3%
FIA
418
Foundations Investment Advisors
Arizona
$841K +$841K +13,141 New
EF
419
Empirical Finance
Pennsylvania
$833K +$140K +2,186 +20%
KC
420
Kenfarb & Co
Kentucky
$825K – – –
MML Investors Services
421
MML Investors Services
Massachusetts
$823K -$35.7K -558 -4%
PFS
422
Prospera Financial Services
Texas
$820K +$96.4K +1,507 +13%
AI
423
Accredited Investors
Minnesota
$819K -$116K -1,810 -12%
RIM
424
Redpoint Investment Management
Australia
$817K -$3.46K -54 -0.4%
VWM
425
Venturi Wealth Management
Texas
$816K -$54.8K -856 -6%
15 16
17
18 19