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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 %
BSW
401
Buckingham Strategic Wealth
Missouri
$914K -$4.97K -80 -0.5%
BWM
402
BerganKDV Wealth Management
Minnesota
$913K -$37.6K -605 -4%
Neuberger Berman Group
403
Neuberger Berman Group
New York
$912K -$802K -12,892 -47%
TF
404
TIAA FSB
Florida
$900K -$22K -354 -2%
DC
405
DeDora Capital
California
$893K +$32.4K +521 +4%
GFA
406
Gallagher Fiduciary Advisors
Illinois
$889K -$2.74K -44 -0.3%
AAP
407
Arax Advisory Partners
Colorado
$888K +$1.37K +22 +0.2%
BB
408
Bell Bank
North Dakota
$887K +$73.7K +1,186 +9%
TI
409
Tidal Investments
Wisconsin
$876K +$184K +2,966 +27%
I
410
InceptionR
California
$863K -$179K -2,877 -17%
NC
411
NovaPoint Capital
Georgia
$858K -$6.16K -99 -0.7%
MML Investors Services
412
MML Investors Services
Massachusetts
$850K +$202K +3,246 +31%
PA
413
Procyon Advisors
Connecticut
$841K +$236K +3,795 +39%
ANB
414
Amarillo National Bank
Texas
$833K +$9.14K +147 +1%
XT
415
XTX Topco
Cayman Islands
$814K +$814K +13,092 New
GRP
416
Global Retirement Partners
California
$807K +$12.3K +198 +2%
IWM
417
IHT Wealth Management
Illinois
$805K +$182K +2,931 +29%
CCM
418
Carlson Capital Management
Minnesota
$803K -$17.5K -281 -2%
PRC
419
Pearl River Capital
Michigan
$801K +$801K +12,885 New
DWT
420
Dorsey & Whitney Trust
South Dakota
$795K -$16.2K -260 -2%
FWM
421
Finer Wealth Management
Massachusetts
$793K – – –
MFS
422
Mirabella Financial Services
United Kingdom
$788K +$788K +12,669 New
GVAG
423
Great Valley Advisor Group
Delaware
$784K -$30.5K -491 -4%
IC
424
IEQ Capital
California
$779K +$28.9K +465 +4%
DP
425
Dearborn Partners
Illinois
$776K -$69K -1,110 -8%
15 16
17
18 19