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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 %
FWM
426
Finer Wealth Management
Massachusetts
$816K – – –
SCF
427
Sante Capital Fund
Texas
$804K -$620K -9,680 -44%
MGWM
428
Marks Group Wealth Management
Minnesota
$800K – – –
OPS
429
Orion Portfolio Solutions
Nebraska
$799K +$92.5K +1,445 +13%
AMG
430
Advisors Management Group
Wisconsin
$789K -$4.54K -71 -0.6%
AAS
431
Avantax Advisory Services
Texas
$788K +$175K +2,730 +28%
GRP
432
Global Retirement Partners
California
$784K +$6.9K +106 +0.9%
MPPW
433
Mitchell & Pahl Private Wealth
Oklahoma
$783K +$68K +1,062 +10%
V
434
Veritable
Delaware
$781K -$227K -3,547 -23%
CT
435
Coastline Trust
Rhode Island
$768K – – –
KA
436
KLCM Advisors
Wisconsin
$758K -$4.03K -63 -0.5%
FHB
437
First Hawaiian Bank
Hawaii
$754K +$72.9K +1,139 +11%
CAGAS
438
Capital Advisory Group Advisory Services
Minnesota
$747K -$68.6K -1,073 -8%
ONB
439
Old National Bancorp
Indiana
$746K +$23.8K +371 +3%
OPA
440
Old Port Advisors
Maine
$742K – – –
CWM
441
Chronos Wealth Management
Florida
$735K – – –
WA
442
Wambolt & Associates
Colorado
$732K -$13K -203 -2%
BFS
443
Bard Financial Services
Connecticut
$728K – – –
EA
444
Emerald Advisors
Washington
$727K – – –
TWM
445
Tradition Wealth Management
Minnesota
$725K +$1.79K +28 +0.2%
TSS
446
Two Sigma Securities
New York
$715K +$513K +8,019 +254%
TC
447
TownSquare Capital
Utah
$703K +$5.57K +87 +0.8%
SC
448
Savant Capital
Illinois
$691K -$17.4K -272 -2%
ASN
449
Advisory Services Network
Georgia
$683K -$2.11K -33 -0.3%
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$681K -$39.3K -615 -5%
16 17
18
19 20