XEL icon

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 %
MFWP
451
Mosaic Family Wealth Partners
Missouri
$651K – – –
SC
452
Savant Capital
Illinois
$636K +$29.6K +476 +5%
ECM
453
Everence Capital Management
Indiana
$636K – – –
ETC
454
Exchange Traded Concepts
Oklahoma
$635K -$16.7K -269 -3%
TMAM
455
Tokio Marine Asset Management
Japan
$632K +$20.2K +325 +3%
FIA
456
Foundations Investment Advisors
Arizona
$629K +$5.35K +86 +0.9%
FNBTCON
457
First National Bank & Trust Co of Newtown
Pennsylvania
$627K – – –
Brown Advisory
458
Brown Advisory
Maryland
$622K -$28.8K -463 -4%
BRWA
459
B. Riley Wealth Advisors
Florida
$613K +$19.9K +318 +3%
WA
460
Wambolt & Associates
Colorado
$612K -$62.8K -1,010 -9%
GI
461
Gradient Investments
Minnesota
$610K -$47.1K -757 -7%
FHB
462
First Hawaiian Bank
Hawaii
$608K -$209K -3,364 -26%
SM
463
Sciencast Management
New Jersey
$603K +$603K +9,537 New
OBGC
464
O'Brien Greene & Co
Pennsylvania
$595K – – –
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$594K – – –
DC
466
Davenport & Co
Virginia
$589K +$30.4K +489 +5%
MNBTD
467
Moody National Bank Trust Division
Texas
$588K – – –
SHFA
468
SC&H Financial Advisors
Maryland
$588K -$46.7K -752 -7%
BMSSC
469
B. Metzler seel. Sohn & Co
Germany
$585K – – –
QI
470
Qtron Investments
Massachusetts
$585K +$192K +3,089 +49%
CIM
471
Chiron Investment Management
New York
$585K +$585K +9,411 New
PWM
472
Perigon Wealth Management
California
$576K -$6.22K -100 -1%
FA
473
FDx Advisors
Illinois
$574K +$251K +4,037 +78%
PFS
474
Prospera Financial Services
Texas
$572K -$17.3K -278 -3%
LFA
475
Laraway Financial Advisors
Minnesota
$571K +$435 +7 +0.1%
17 18
19
20 21