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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 %
ISWM
526
Independent Solutions Wealth Management
New York
$444K +$128K +2,000 +41%
ATC
527
Argent Trust Co
Tennessee
$441K +$32.1K +500 +8%
GG
528
Gofen & Glossberg
Illinois
$435K – – –
MPPLM
529
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$430K +$27.3K +426 +7%
PJSIMP
530
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K +$428K +7,036 New
CAM
531
Connacht Asset Management
New York
$425K +$425K +6,648 New
CI
532
Cigna Investments
Connecticut
$423K -$20.3K -318 -5%
EFM
533
E Fund Management
China
$419K +$16.5K +258 +4%
TI
534
Tidal Investments
Wisconsin
$419K +$20.8K +325 +5%
BAMF
535
BI Asset Management Fondsmaeglerselskab
Denmark
$418K +$215K +3,357 +106%
Bessemer Group
536
Bessemer Group
New Jersey
$412K +$31.2K +488 +8%
CGL
537
Clarius Group LLC
Washington
$406K +$30.4K +475 +8%
AWM
538
Axxcess Wealth Management
California
$406K +$78.8K +1,232 +24%
TAM
539
Trillium Asset Management
Massachusetts
$405K – – –
TA
540
Townsend & Associates
Colorado
$404K -$1.21M -18,338 -75%
CG
541
Corundum Group
Colorado
$404K +$27K +423 +7%
OSNBOA
542
Old Second National Bank of Aurora
Illinois
$403K -$128K -2,000 -24%
CWP
543
CFM Wealth Partners
Texas
$403K – – –
JCIA
544
Jackson Creek Investment Advisors
Colorado
$402K +$2.17K +34 +0.5%
HVIA
545
Hudson Valley Investment Advisors
New York
$401K -$23.4K -365 -6%
GIM
546
Goelzer Investment Management
Indiana
$400K – – –
HWM
547
HB Wealth Management
Georgia
$400K +$52.2K +814 +15%
CPIG
548
Chicago Partners Investment Group
Illinois
$394K +$587 +9 +0.1%
FPWM
549
FSB Premier Wealth Management
Iowa
$389K -$5.69K -89 -1%
CFGS
550
Concourse Financial Group Securities
Alabama
$388K -$16.9K -262 -4%
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