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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 %
RBC
526
Romano Brothers & Co
Illinois
$459K -$24.1K -388 -5%
KIA
527
KCM Investment Advisors
California
$458K -$30.8K -495 -6%
AWS
528
Aspen Wealth Strategies
Colorado
$454K – – –
HI
529
Horizon Investments
North Carolina
$452K +$39K +627 +9%
SFG
530
SNS Financial Group
Minnesota
$448K -$376 -6 -0.1%
FMAEN1
531
Fund Management at Engine No 1
California
$446K +$33.4K +537 +8%
AF
532
Affiance Financial
Minnesota
$445K +$8.52K +137 +2%
SWP
533
Stratos Wealth Partners
Ohio
$444K +$59.4K +955 +15%
HWM
534
HighMark Wealth Management
Minnesota
$444K +$124 +2 +0%
EWA
535
EP Wealth Advisors
California
$442K -$10.8M -21,653 -96%
OIA
536
OneDigital Investment Advisors
Kansas
$442K +$69.4K +1,117 +19%
SP
537
Symmetry Partners
Connecticut
$441K – – –
CM
538
Capula Management
Cayman Islands
$434K -$43.6K -702 -9%
IMCOOI
539
Investment Management Corp of Ontario (IMCO)
Canada
$431K – – –
SWM
540
Spire Wealth Management
Virginia
$429K -$21.4K -344 -5%
CGL
541
Clarius Group LLC
Washington
$427K +$24.6K +395 +6%
GWSG
542
GPS Wealth Strategies Group
Colorado
$426K +$46.9K +755 +12%
ACM
543
AlphaStar Capital Management
North Carolina
$426K +$117K +1,883 +38%
TCA
544
Transcend Capital Advisors
New Jersey
$423K +$423K +6,803 New
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$422K -$19.9K -320 -5%
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$416K – – –
SFA
547
Sequoia Financial Advisors
Ohio
$416K +$48.7K +784 +13%
CI
548
Cigna Investments
Connecticut
$413K – – –
CAG
549
Csenge Advisory Group
Florida
$412K -$7.15K -115 -2%
MHR
550
Matthew Hamilton Rosenberg
$412K +$4.41K +71 +1%
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