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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 %
UCFA
551
United Capital Financial Advisors
Texas
$410K -$323K -5,202 -44%
BTWM
552
Baker Tilly Wealth Management
Wisconsin
$408K -$39.4K -633 -9%
CFGS
553
Concourse Financial Group Securities
Alabama
$404K +$18.6K +297 +5%
BA
554
Ballast Advisors
Minnesota
$401K -$5.72K -92 -1%
CCIA
555
Campbell & Co Investment Adviser
Maryland
$399K +$399K +6,415 New
TA
556
Townsend & Associates
Colorado
$398K +$390 +6 +0.1%
CG
557
Corundum Group
Colorado
$398K -$454K -7,304 -53%
PCI
558
Planning Center Inc
Illinois
$398K +$1.06K +17 +0.3%
DCM
559
Donaldson Capital Management
Indiana
$397K – – –
KPWS
560
Kestra Private Wealth Services
Texas
$397K +$58K +933 +17%
MM
561
MQS Management
New York
$395K +$31.5K +506 +9%
LCM
562
Lewis Capital Management
California
$392K – – –
CWP
563
CFM Wealth Partners
Texas
$392K – – –
NRD
564
Nebula Research & Development
New York
$391K +$391K +6,290 New
IAA
565
Independent Advisor Alliance
North Carolina
$390K +$4.04K +65 +1%
SOAMC
566
Spirit of America Management Corp
New York
$385K +$199K +3,200 +107%
BHWM
567
Bar Harbor Wealth Management
New Hampshire
$383K -$41.5K -668 -10%
NIM
568
Nicollet Investment Management
Minnesota
$383K – – –
ONB
569
Old National Bancorp
Indiana
$383K +$4.04K +65 +1%
PCS
570
Personal CFO Solutions
New Jersey
$382K +$10.1K +162 +3%
IWM
571
Integris Wealth Management
California
$381K +$124 +2 +0%
PI
572
PEAK6 Investments
Illinois
$380K -$471K -7,576 -55%
KA
573
Kozak & Associates
Colorado
$378K +$1.26K +20 +0.3%
GIM
574
Goelzer Investment Management
Indiana
$376K – – –
KWM
575
Kingsview Wealth Management
Oregon
$375K +$67.6K +1,087 +22%
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