XEL icon

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
$227M
2
Deutsche Bank
Deutsche Bank
Germany
$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
4
Renaissance Technologies
Renaissance Technologies
New York
$81.2M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$73.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$502M
2
Victory Capital Management
Victory Capital Management
Texas
$353M
3
Citadel Advisors
Citadel Advisors
Florida
$20M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$256M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
551
55I LLC
Massachusetts
$388K +$388K +6,061 New
CA
552
CoreCap Advisors
Michigan
$386K -$29.4K -459 -7%
HT
553
Heritage Trust
Oklahoma
$384K -$10.2K -160 -3%
ISL
554
Ingalls & Snyder LLC
New York
$381K -$16.7K -260 -4%
CAM
555
Centre Asset Management
New York
$378K +$2.43K +38 +0.6%
HIM
556
Harbour Investment Management
Washington
$377K -$19.3K -300 -5%
PAS
557
Park Avenue Securities
New York
$375K -$1.02K -16 -0.3%
AIMC
558
Alley Investment Management Company
Illinois
$373K – – –
CWM
559
Chesapeake Wealth Management
Virginia
$371K -$35.1K -548 -9%
RFN
560
RDA Financial Network
Iowa
$370K – – –
FNBSF
561
First National Bank Sioux Falls
South Dakota
$369K – – –
Brown Advisory
562
Brown Advisory
Maryland
$363K +$143K +2,246 +65%
NIM
563
NuWave Investment Management
New Jersey
$358K +$358K +5,594 New
QIM
564
Quantitative Investment Management
Virginia
$358K +$358K +5,598 New
KA
565
Kozak & Associates
Colorado
$356K +$46.1K +770 +15%
TPCW
566
TD Private Client Wealth
New York
$355K +$6.34K +99 +2%
CWM
567
Calamos Wealth Management
Illinois
$353K – – –
SIC
568
Samalin Investment Counsel
New York
$352K – – –
TIM
569
Thompson Investment Management
Wisconsin
$352K +$128K +2,000 +57%
Two Sigma Advisers
570
Two Sigma Advisers
New York
$352K +$352K +5,500 New
RWP
571
RWA Wealth Partners
Massachusetts
$350K – – –
KWM
572
Kingsview Wealth Management
Oregon
$350K +$32.9K +514 +10%
PTC
573
Private Trust Company
Ohio
$349K -$54.8K -855 -14%
HBT
574
Hills Bank & Trust
Iowa
$349K +$1.6K +25 +0.5%
BCI
575
Brinker Capital Investments
Pennsylvania
$349K +$17.2K +269 +5%
21 22
23
24 25