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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
+$162M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$69M
3
Morgan Stanley
Morgan Stanley
New York
+$57.5M
4
IIM
INTECH Investment Management
Florida
+$47.9M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$44.1M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$205M
2
Deutsche Bank
Deutsche Bank
Germany
-$117M
3
ESCM
Echo Street Capital Management
New York
-$112M
4
Cohen & Steers
Cohen & Steers
New York
-$100M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
476
Advisory Services Network
Georgia
$565K +$13.2K +212 +2%
GIA
477
Gateway Investment Advisers
Ohio
$565K -$4.6K -74 -0.8%
CA
478
Cetera Advisors
Colorado
$560K -$25K -402 -4%
Wellington Management Group
479
Wellington Management Group
Massachusetts
$560K -$79.6K -1,280 -12%
CCM
480
Coldstream Capital Management
Washington
$554K +$21.8K +350 +4%
CAM
481
Carret Asset Management
New York
$553K -$12.4K -200 -2%
MC
482
Moors & Cabot
Massachusetts
$553K -$17.3K -278 -3%
FNBT
483
FineMark National Bank & Trust
Florida
$548K – – –
AWS
484
Atria Wealth Solutions
New York
$546K +$1.37K +22 +0.3%
SCA
485
Stonebridge Capital Advisors
Minnesota
$543K -$9.08K -146 -2%
HWM
486
HB Wealth Management
Georgia
$541K +$14.4K +231 +3%
OC
487
Oarsman Capital
Wisconsin
$539K – – –
BIA
488
Bigelow Investment Advisors
Maine
$536K +$6.71K +108 +1%
IGWM
489
ICA Group Wealth Management
Colorado
$535K -$755K -12,142 -59%
ACA
490
Aptus Capital Advisors
Alabama
$533K +$34.3K +551 +7%
CTC
491
Central Trust Company
Missouri
$529K -$21.3K -342 -4%
WFI
492
West Family Investments
California
$529K +$211K +3,392 +66%
AFS
493
Access Financial Services
Minnesota
$527K +$249 +4 +0%
SYBT
494
Stock Yards Bank & Trust
Kentucky
$520K -$2.43K -39 -0.5%
Aviva
495
Aviva
United Kingdom
$519K +$21.3K +343 +4%
FA
496
Fiduciary Alliance
South Carolina
$516K – – –
PCM
497
Parsons Capital Management
Rhode Island
$514K +$10.6K +170 +2%
FTDI
498
First Trust Direct Indexing
Massachusetts
$511K +$84K +1,351 +20%
MAS
499
Meeder Advisory Services
Ohio
$510K +$9.39K +151 +2%
JF
500
JSF Financial
California
$506K +$9.08K +146 +2%
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