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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 %
BIA
476
Bigelow Investment Advisors
Maine
$562K +$5.76K +90 +1%
AWS
477
Atria Wealth Solutions
New York
$562K +$121K +1,883 +27%
CTC
478
Central Trust Company
Missouri
$561K -$12.8K -200 -2%
OC
479
Oarsman Capital
Wisconsin
$555K – – –
RCM
480
Regency Capital Management
Hawaii
$550K -$960 -15 -0.2%
MA
481
Mutual Advisors
Nebraska
$546K +$69.5K +1,086 +15%
AFS
482
Access Financial Services
Minnesota
$543K +$256 +4 +0%
LCM
483
Lewis Capital Management
California
$540K – – –
WFI
484
West Family Investments
California
$536K +$105K +1,634 +24%
SWP
485
Stratos Wealth Partners
Ohio
$534K +$11.8K +185 +2%
TMAM
486
Tokio Marine Asset Management
Japan
$532K +$123K +1,923 +30%
Aviva
487
Aviva
United Kingdom
$531K -$4.35M -67,907 -89%
CWM
488
CIBC World Markets
New York
$531K -$3.84M -60,070 -88%
JF
489
JSF Financial
California
$530K +$27.5K +430 +5%
KIA
490
KCM Investment Advisors
California
$526K – – –
XT
491
XTX Topco
Cayman Islands
$520K +$520K +8,125 New
PWM
492
Perigon Wealth Management
California
$519K -$15.4K -240 -3%
CK
493
Cohen Klingenstein
New York
$518K – – –
MGP
494
Metis Global Partners
California
$517K -$3.07K -48 -0.6%
FCFC
495
First Commonwealth Financial Corp
Pennsylvania
$516K – – –
SYBT
496
Stock Yards Bank & Trust
Kentucky
$515K +$126K +1,967 +32%
GIA
497
Gateway Investment Advisers
Ohio
$512K -$86.7K -1,354 -14%
WG
498
Welch Group
Alabama
$511K – – –
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$511K +$73.9K +1,156 +17%
SBL
500
Sargent Bickham Lagudis
Colorado
$507K +$26.3K +411 +5%
18 19
20
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