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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 %
CPIG
576
Chicago Partners Investment Group
Illinois
$375K -$11.4K -182 -3%
AWM
577
Avior Wealth Management
Nebraska
$374K +$28.9K +465 +8%
JFG
578
Jefferies Financial Group
New York
$372K +$372K +5,987 New
ECM
579
Evergreen Capital Management
Washington
$369K +$369K +5,885 New
FNA
580
First National Advisers
Nebraska
$367K -$24.5K -394 -6%
HIM
581
Harbour Investment Management
Washington
$367K – – –
SF
582
Summit Financial
New Jersey
$364K +$364K +5,814 New
SIM
583
Stratos Investment Management
Ohio
$364K +$63.2K +1,016 +21%
HT
584
Heritage Trust
Oklahoma
$364K +$36.2K +582 +11%
AIMC
585
Alley Investment Management Company
Illinois
$358K -$4.04K -65 -1%
BFM
586
Boothbay Fund Management
New York
$356K +$172K +2,760 +93%
BCM
587
Brookstone Capital Management
Illinois
$356K -$11.9K -189 -3%
FNBSF
588
First National Bank Sioux Falls
South Dakota
$355K -$3.98K -64 -1%
RFN
589
RDA Financial Network
Iowa
$354K +$2.55K +41 +0.7%
JMF
590
Johnson Midwest Financial
Iowa
$354K +$746 +12 +0.2%
RJT
591
Raymond James Trust
Florida
$348K +$3.67K +59 +1%
FPWM
592
FSB Premier Wealth Management
Iowa
$348K -$4.79K -77 -1%
FIM
593
Freedom Investment Management
Connecticut
$345K +$12.6K +202 +4%
RA
594
RFG Advisory
Alabama
$344K +$131K +2,113 +62%
CAM
595
Centre Asset Management
New York
$343K – – –
NFG
596
Nations Financial Group
Iowa
$336K -$10.3K -166 -3%
JHP
597
James Hambro & Partners
United Kingdom
$336K -$1.31K -21 -0.4%
CIA
598
Capital Investment Advisors
Georgia
$334K +$808 +13 +0.2%
PP
599
PrairieView Partners
Minnesota
$334K -$12.2K -196 -4%
CWM
600
CCG Wealth Management
California
$332K -$34.2K -550 -9%
22 23
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