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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 %
CK
501
Cohen Klingenstein
New York
$504K – – –
SLI
502
Sumitomo Life Insurance
Japan
$502K -$47.4K -762 -9%
BP
503
Ballentine Partners
Massachusetts
$500K +$196K +3,155 +65%
ATC
504
Argent Trust Co
Tennessee
$499K +$71.7K +1,154 +17%
Lido Advisors
505
Lido Advisors
California
$498K -$85.2K -1,370 -15%
WG
506
Welch Group
Alabama
$497K – – –
KFA
507
Krane Funds Advisors
New York
$488K +$19.5K +313 +4%
OCBCO
508
Oversea-Chinese Banking Corp (OCBC)
Singapore
$488K +$488K +7,843 New
BFS
509
Bradley Foster & Sargent
Connecticut
$484K +$4.29K +69 +0.9%
FRA
510
Front Row Advisors
California
$484K – – –
AIMCA
511
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$479K – – –
ACP
512
Aveo Capital Partners
Colorado
$478K -$531K -8,535 -53%
SWA
513
SFMG Wealth Advisors
Texas
$477K -$31.1K -500 -6%
GWP
514
Gateway Wealth Partners
Wisconsin
$477K -$19.3K -310 -4%
TWI
515
Thomas White International
Illinois
$473K – – –
LFAS
516
Level Four Advisory Services
Texas
$472K +$188K +3,027 +66%
MPPLM
517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$472K +$28.7K +461 +6%
S
518
SignatureFD
Georgia
$468K -$55.6K -894 -11%
ISL
519
Ingalls & Snyder LLC
New York
$466K – – –
CCA
520
Checchi Capital Advisers
California
$464K -$15.2K -244 -3%
O
521
Ossiam
France
$464K +$464K +7,459 New
FCFC
522
First Commonwealth Financial Corp
Pennsylvania
$463K -$37.4K -601 -7%
AF
523
Allworth Financial
California
$461K +$16.4K +264 +4%
GC
524
Garde Capital
Washington
$460K +$334K +5,378 +266%
IAIM
525
International Assets Investment Management
Florida
$460K +$460K +27,085 New
19 20
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