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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 %
AWM
576
Avior Wealth Management
Nebraska
$346K – – –
GSC
577
Ground Swell Capital
South Carolina
$345K -$85.7K -1,339 -20%
JHP
578
James Hambro & Partners
United Kingdom
$345K – – –
PCS
579
Personal CFO Solutions
New Jersey
$342K +$15.7K +245 +5%
IAA
580
Independent Advisor Alliance
North Carolina
$340K +$71.1K +1,112 +26%
FMAEN1
581
Fund Management at Engine No 1
California
$337K -$15.4K -240 -4%
LFG
582
Larson Financial Group
Missouri
$336K +$384 +6 +0.1%
RSVP
583
Ramsay Stattman Vela & Price
Colorado
$335K – – –
AG
584
AIA Group
Hong Kong
$334K -$206K -3,214 -38%
SF
585
Symphony Financial
Texas
$332K -$982 -15 -0.3%
GAM
586
Gotham Asset Management
New York
$330K +$144K +2,254 +77%
LA
587
Lifeworks Advisors
Michigan
$329K -$48.9K -752 -13%
FNA
588
First National Advisers
Nebraska
$329K +$60.7K +949 +23%
FRM
589
Fox Run Management
Connecticut
$329K +$329K +5,145 New
QCG
590
Quadrant Capital Group
Ohio
$328K +$67.5K +1,055 +26%
WA
591
WESPAC Advisors
California
$327K -$47.2K -738 -13%
HL
592
HeadInvest LLC
Maine
$327K -$6.39K -100 -2%
SIA
593
Soltis Investment Advisors
Utah
$327K – – –
PAM
594
Peak Asset Management
Colorado
$327K – – –
WJWM
595
Williams Jones Wealth Management
New York
$327K – – –
CG
596
Colony Group
Massachusetts
$326K -$105K -1,639 -24%
NPPM
597
North Point Portfolio Managers
Ohio
$326K – – –
ZIM
598
Zacks Investment Management
Illinois
$326K +$326K +5,101 New
SCM
599
Schnieders Capital Management
California
$323K – – –
WA
600
Wealthstar Advisors
Texas
$323K +$323K +5,045 New
22 23
24
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